In the short-term, they won't be using enough of it to make a dent in the markets - especially with Bunge backing them up.
In the long-term, one or more of these new technologies should break-through and be effective enough to supply their growing needs.
And so long as that becomes true - and no crazy-effective new competition emerges (low chance) - and their process scales up right (high chance) - then Solazyme is going to have explosive growth in the coming decade.
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