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It's hard to trade
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IACommodities
Posted 7/28/2010 08:09 (#1291093 - in reply to #1290498)
Subject: SC another question for you.


Assuming our government doesn't do anything to renew the credits for ethanol. With all the guys saying we don't have much carry, and are going to run short next year... How do you see the economy responding without our ethanol credit? they have already spent the whole last year 'trying' to up the ratio to 15% ethanol, because it might be 'to hard on our vehicles' (what % has brazil run the past 30 years now :) ). Just curious how you see the market responding to a big influx of remaining bushels that way. Unless oil does a black swan and heads back uphill, there cant be any way for them to keep running full steam ahead?
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