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July 1, 2008
some petroleum and renewable fuel stats
i am writing a special letter for SNS. Here are some stats I have been collecting about oil and renewable liquid fuel industry from jan 2004 thru May 2008. A couple things jump out.
1. Oil stocks have been winners, ethanol companies loosers.
2. The price of refined renewable products, biodiesel and ethanol, has lagged the run in refined petroleum products significantly.
3. margins in Ethanol/Biodiesel have gone from bad to terrible despite or maybe because of huge capacity additions.
4. If we had all just put all our money in crude oil in Jan 2004, we would have done better than any other possible investment.
Posted by Martin at July 1, 2008 10:31 AM
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