I dont know about the future of ethanol, but the shipping supply line fits right in with adm core business. In any given year adm will make a business out of bringing ag commodities from areas of plenty to areas of need. If adm can take the advantage of distressed prices for some assets its going to max its growth potential. Shows how adm is one of the few companies in one of the few sectors that is going to grow even while the economy idles for a while. As long as they dont get over extended. long term this is good news, lots of synergy in having all the shipping ability.