List of Ethanol Stoccks
This Post was updated on 8/16/21.
Ethanol stocks are publicly traded companies whose business involves producing ethanol alcohol (C2H5OH) made from biomass for use as a fuel in gasoline blends. Common feedstocks include corn and sugar cane. Ethanol is the most widely produced and used biofuel, and all ethanol stocks are also biofuel stocks.
Aemetis, Inc. (AMTX)
Andersons Inc (ANDE)
Archer Daniels Midland (ADM)
Bluefire Renewables (BFRE)
Cosan Ltd (CZZ)
Green Plains Partners LP (GPP)
Green Plains Renewable Energy (GPRE)
MGP Ingredients (MGPI)
Pacific Ethanol (PEIX)
Raízen S.A. (RAIZ4.SA)
REX American Resources Corp. (REX)
SunOpta (STKL)
If you know of any ethanol stock that is not listed here and should be, please let us know...
California’s Other Ethanol Producers
by Debra Fiakas CFA In the last two posts Pacific Ethanol (PEIX: Nasdaq) and Aemetis, Inc. (AMTX: OTC/BB) got all the attention. Both companies have crafted their facilities to accept lower-cost sorghum as an alternative feedstock, opening up the door to lower carbon intensity measures for their ethanol output. There are other ethanol producers in the state, which we believe are still relying on corn as feedstock. Which companies will remain in operation in California is not yet clear. Standards sets by California Air Resources Board (CARB) for the carbon intensity of alternative fuels favors local producers and...
REX American: Culturally Frugal
by Debra Fiakas CFA Among the surviving public ethanol producers in the U.S. is REX American Resources (REX: NYSE). Based in Ohio, REX American is an ethanol fuel producer with owned nameplate capacity near 215 million gallons per year. Additionally, the company distributes by-products of the ethanol production process, including distiller grains and non-food grade corn oil. REX has full or partial ownership in six ethanol production plants located in the Ohio, South Dakota, Illinois and Minnesota. The company relies on corn feed stock for its dry milling ethanol production process. Like any other ethanol...
The Ethanol Industry’s Persecution Complex
If the Ethanol industry is going to rehabilitate its image, it needs to understand the issues. Tom Konrad, Ph.D., CFA In his opening remarks at the 25th annual, 2009 Fuel Ethanol Workshop, Mike Bryan, the CEO of BBI International called on the attendees to "Take back control of the industry's image." It's no secret that the ethanol industry is having problems, mostly, in my mind, due to a classic commodity squeeze: the industry has no pricing power either for its inputs (corn and natural gas,) or its products (ethanol, with a price which closely tracks gasoline.) ...
Eight Upsides of the New Ethanol
Jim Lane Eight technologies, seven public stocks – who’s adopting what, who’s in the lead? Perhaps you have written off ethanol as a bum investment. That’s understandable. Though, as a general rule, all acts of mind-closing should be made while chanting Michael Dell’s mantra from 1997, writing off Apple as a bum investment. It’s a good chant, you could try it. Here’s how it goes. “What would I do?” Hari Rama. “I’d shut it down.” Rama Krishna. “And give the money back”. Krishna Rama. “To the shareholders.” Rama Rama. Missing the biggest gold rush. Krishna Hari....
What I Sold: Pacific Ethanol (NASD:PEIX)
This entry continues a series on companies I sold as part of a portfolio cleanup prompted by the mess on Wall Street. In the first entry I describe what I plan to do with the cash, and the second was about Carmanah Technologies. UQM Technologies was one I didn't sell. In May of last year, I took a look at competitive forces in the corn ethanol industry. While I was rather negative on the industry at the time, when ethanol stocks fell in the summer and fall of 2007, I called the bottom much too soon, and...
Biofuels Industry Reacts To The New RVO Requirements
by Jim Lane
What a whirlwind weekend after the U.S. Environmental Protection Agency announced their final renewable volume obligations (RVO) under the Renewable Fuel Standard program for 2019. “It’s just numbers,” some say, but oh no, not in the biofuels world. It’s never just numbers. This time it’s about waivers, fixing the damage done, and ensuring a bright future for biofuels. It’s about hollow chocolate bunnies and two steps back for some.
French mathematician Rene Descartes is best known for “I think, therefore I am,” but he also said “Perfect numbers, like perfect men, are rare.” So true in this case as not...
EPA Slashes Corn Ethanol Targets Under Proposed Renewable Fuel Standard
Renewable Diesel Takes Smaller Cut Jim Lane “EPA continues to assert authority under the general waiver provision to reduce biofuel volumes based on available infrastructure,” says BIO. “This is a point that will have to be litigated. It goes against Congressional intent.” In Washington, the EPA released its proposed standards for 2014, 2015, and 2016 and volumes for renewable fuels. The volumes, as widely expected, include substantial reductions from the statutory standards in the original 2007 Energy Independence & Security Act. The EPA also released a 2017 proposed standard for biomass-based diesel. Yet, while attracting significant...
Ag Goddess Smiles Favorably on Ceres, Investors Frown
by Debra Fiakas CFA Recently, in compiling our lists of remarkable small-cap stock trades, I was surprised to find the shares of Ceres, Inc. (CERE: Nasdaq) among stocks setting new 52-week lows. Ceres has only been trading since its initial public offering in February 2012, when the company sold 5.0 million shares at $13.00 per share. After a brief trade higher in the early spring, Ceres shares have been steadily losing ground, finally setting an all-time low of $6.02 last week. Named after the Greek Goddess of Agriculture, Ceres is a self-styled energy crop producer. Ceres...
The Future of Alternative Fuels: Ethanol
Besides a slew of clean car announcements connected to the North American International Auto Show, the alt energy topic that has made media and blog headlines most often over the past week has been alternative fuels. We are thus going to run a 2-part series on alternative fuels this week as follows: ethanol today and coal-to-liquids tomorrow. ETHANOL: INVESTOR FRIEND OR FOE? I’m going to start this post with a statement of opinion: I don’t really like corn-based ethanol (as an investment), I never have, and, as a result, I haven’t followed this space as closely as...
7 Bleeding-Edge Technologies Reinventing First-gen Ethanol Plants
Jim Lane The US Ethanol Fleet reinvents as super-advanced technologies target the old fleet for new purposes. Ethanol Plant Photo via BigStock For some time, perhaps one of the toughest assets to manage in the Western World possibly the Milky Way Galaxy or even the local galaxy group has been a starch ethanol plant. They’ve been through it all, just about. Food vs fuel, indirect land-use change, the ethanol blend wall, attacks on the RFS from cattle and dairy interests, attacked on ethanol tax credits,...
Coskata’s $100 million IPO: The 10-Minute Version
Jim Lane The first gas fermentation technology to come to the public markets: Coskata files its $100 million IPO. Here’s our 10-minute version of the filing, with a translation of the risks into English. In Illinois, Coskata has filed an S-1 registration statement for a proposed $100 million initial public offering. The number of shares to be offered in the proposed offering and the price range for the offering have not yet been determined. The lead book-running managers for the offering are Citigroup, Barclays and Piper Jaffray. The company is currently ranked #17 in the world...
Green Plains Primes The Pump
by Debra Fiakas CFA Ethanol producer Green Plains Renewable Energy, Inc. (GPRE: Nasdaq) announced today plans to build a fuel terminal point in Beaumont, Texas. The terminal will be located at a facility owned by Green Plains’ partner in the venture, Jefferson Gulf Coast Energy Partners. It will be helpful to have a friend in the project that is expected to cost $55 million to complete just ethanol storage and throughput capacity. Planned storage capacity is equivalent to 500,000 barrels, with the potential to expand to 1.0 million barrels. Capacity to handle biofuels or other...
ADM and Siouxland Ethanol Announce Marketing Agreement
Archer-Daniels-Midland Co. (ADM) and Siouxland Ethanol LLC are pleased to announce the formation of an ethanol marketing agreement. As part of this marketing agreement, ADM will market all ethanol produced by Siouxland Ethanol at its forthcoming 50 million gallon Jackson, Nebraska facility. Construction has begun and the plant is expected to be operational in early 2007. In addition to producing ethanol, the plant will produce an estimated 165,000 tons of distiller grains on an annual basis.
Fortunately, Unfortunately: The Spring Saga of American Ethanol
by Jim Lane
The ethanol signals from Washington DC are more inexplicably mixed than cocktails with names like Sex on the Beach. Let’s parse through the wigwagging over the future of American biofuels supply and demand — ethanol and otherwise.
Fortunately: Trump backs year-round E15 ethanol blends
In Washington, President Trump endorsed year-round E15 ethanol availability as an emerging compromise between oil refiners and US farm sector.
The Renewable Fuel Standard is a federal program that requires transportation fuel sold in the United States to contain a minimum volume of renewable fuels. The RFS originated in a bi-partisan Congress with the Energy Policy Act...
Kaydon: Profits Behind the Scenes
Debra Fiakas Most investors when they consider the alternative energy sector think about the big solar photovoltaic manufacturers or the ethanol producers. Engineering firms like Kaydon Corporation (KDN: NYSE) rarely come to mind. With special expertise in fluid processes, Kaydon is an indispensable partner in a variety of alternative energy projects such as wind, renewable diesel and ethanol plants. The company earned a 12% net profit margin on $4645 million in total sales in the year 2010. As impressive as that might be the really bright spot in Kaydon’s financial picture is its ability to generate cash ...
