Tuesday, September 05, 2017 4:58:05 PM
http://www.ethanolproducer.com/articles/14479/inside-the-cellulosic-industry
..especially the 2nd paragraph where 2 (Dupont/Poet) of the leaders in cellulosic ethanol saying it's a challenge for the market due to "Reid vapor limitations on E15 sales"?
Hope the market eases up and consumers start loving bioethanol by EOY 2018 or it's going to be disastrous for you know who (if they buy the Florida plant and are up and running by then)...
I wonder who the current White House will side with at that time, since they have already eased up on EPA emissions requirements? Didn't Tillerson come from big oil?
Bottom line... most of these other ethanol producers are knee deep it already, much farther ahead. Even if they are more expensive in manufacturing versus ALLM CTS process, ALLM will still face an uphill battle just to sell it. Just read Dupont's last paragraph of their update to see what they are using their ethanol for just to offset costs and keep project alive, and this is the largest chemical company in the world. Still think ALLM will be a player a year from now? If you don't see it by now...cost to make a gallon of ethanol is not the issue these companies are facing...it's consumer demand.
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