Recent

% | $
Quotes you view appear here for quick access.

Pacific Ethanol, Inc. Message Board

wellhellrex 177 posts  |  Last Activity: Jul 24, 2015 11:37 AM Member since: Jan 26, 2010
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Ethanol Podcast

    by wellhellrex Jul 23, 2015 2:36 PM
    wellhellrex wellhellrex Jul 24, 2015 11:37 AM Flag

    Spend ten minutes of your time to understand why the US ethanol producers are running at full capacity and will be for the rest of the year.

    Ethanol IS GLOBAL and IN DEMAND

  • Reply to

    Ethanol Exports Increase 22%

    by wellhellrex Jul 8, 2015 12:26 PM
    wellhellrex wellhellrex Jul 24, 2015 11:35 AM Flag

    Exports are projected to top 1 billion gallons in 2015, while US ethanol plants are running at full capacity. Yet the bashers on this board say sell? Crazy stuff.

    Ethanol IS GLOBAL and IN DEMAND

  • wellhellrex wellhellrex Jul 24, 2015 11:34 AM Flag

    China is importing the highest volumes of US ethanol, ever. And US ethanol producers have their plants running at full capacity. hmmm

    Ethanol IS GLOBAL and IN DEMAND

  • Reply to

    West Coast Demand and Prices Increasing = $

    by wellhellrex Jul 23, 2015 2:07 PM
    wellhellrex wellhellrex Jul 24, 2015 11:32 AM Flag

    West Coast Demand is up 4%. Wonder where they get their ethanol from? PEIX.

    Ethanol is GLOBAL and IN DEMAND

  • Reply to

    Ethanol Podcast

    by wellhellrex Jul 23, 2015 2:36 PM
    wellhellrex wellhellrex Jul 24, 2015 9:48 AM Flag

    They are running at full capacity and will run that way through the end of the year to keep up with demand. hmmmmm

    Ethanol IS GLOBAL and IN DEMAND

  • Reply to

    Ethanol Exports Increase 22%

    by wellhellrex Jul 8, 2015 12:26 PM
    wellhellrex wellhellrex Jul 24, 2015 9:30 AM Flag

    Can you say cash flow?

    Ethanol IS GLOBAL and IN DEMAND

  • wellhellrex wellhellrex Jul 24, 2015 9:30 AM Flag

    China is increasing their ethanol imports while US ethanol producers continue to run their plants at maximum capacity. hmmmmmm

    Ethanol IS GLOBAL and IN DEMAND

  • Reply to

    West Coast Demand and Prices Increasing = $

    by wellhellrex Jul 23, 2015 2:07 PM
    wellhellrex wellhellrex Jul 24, 2015 9:28 AM Flag

    Key words: West Coast gasoline demand is up 4% in the first four months of 2015 compared with the same time last year, putting additional pressure on the supply chain.

    Ethanol IS GLOBAL and IN DEMAND

  • Reply to

    Ethanol Podcast

    by wellhellrex Jul 23, 2015 2:36 PM
    wellhellrex wellhellrex Jul 24, 2015 9:27 AM Flag

    Listen to what he has to say about the GLOBAL demand for ethanol and the US export volume reaching 1 billion gallons. Also listen for the data on E15 and E85 demand growth. Got ethanol stock?

    Ethanol IS GLOBAL and IN DEMAND

  • wellhellrex by wellhellrex Jul 23, 2015 2:36 PM Flag

    Mike Irmen Talks Ethanol with Chip Flory at andersonsgraindotcom
    Grain Market Commentary Thursday, July 9, 2015

    The Andersons Mike Irmen, VP & GM of the Ethanol Group, was recently interviewed by Chip Flory on Market Rally. In the interview Mike provides excellent insight into the current environment of the ethanol industry. This is well worth the time invested!

    Ethanol IS GLOBAL and IN DEMAND

  • Reply to

    West Coast Demand and Prices Increasing = $

    by wellhellrex Jul 23, 2015 2:07 PM
    wellhellrex wellhellrex Jul 23, 2015 2:16 PM Flag

    Projected 2015/16 U.S. corn use is lowered with reductions for feed and residual use and exports more
    than offsetting higher expected corn use in ethanol production.Use for ethanol is raised 25 million bushels with higher forecasts for 2015 and 2016 gasoline consumption in the latest outlook from the Energy Information Administration. The higher gasoline consumption outlook also boosts expected 2014/15 corn use for ethanol by 25 million bushels.

    Ethanol IS GLOBAL and IN DEMAND

  • West Coast spot gasoline prices typically trade at a premium to prices in other regions of the country because of the region's unique product specifications and relative isolation from other domestic and international markets. As a result, West Coast gasoline markets are primarily supplied by in-region production, and prices react more quickly and strongly during times of local supply shortages. The West Coast gasoline spot price differential has been higher than usual for the past several months following a series of supply disruptions caused by an unplanned refinery outage in February and additional refinery outages in April. Also, West Coast gasoline demand is up 4% in the first four months of 2015 compared with the same time last year, putting additional pressure on the supply chain.

    Ethanol IS GLOBAL and IN DEMAND

  • wellhellrex wellhellrex Jul 23, 2015 12:25 PM Flag

    China is now significantly increasing their ethanol imports from the USA. See the above July 22 press release.

    Pacific Ethanol's (PEIX) CEO Neil Koehler on Q1 2015 Results - Earnings Call Transcript
    May 12, 2015 2:23 PM ET

    Craig Irwin - ROTH Capital Partners: Great. And then last question if I may, there is a lot of interesting terminals these days given a competitor is doing something that I guess we don't have all the details on yet, but your location in Stockton is particularly interesting given the future anticipated demand out of Asia. Can you discuss with us whether or not you have the opportunity to maybe expand your terminal capacity there?

    Neil Koehler - Co-Founder, Director and Chief Executive Officer: We have looked at projects and certainly have identified a project that would allow us to greatly expand that facility, add tankage and as you mentioned access the market, the Asian market, we do believe that when China opens up as an ethanol market that exports off the West Coast will be an important part of continuing to grow the exports of ethanol in the United States.

    Our own ethanol that we produce given its very low carbon intensity, we believe we’ll always have a higher value in that California and the West Coast market with that regional carbon market leading the world, but the opportunity to use our assets to distribute other ethanol off the West Coast we do see as a future opportunity.

    Ethanol IS GLOBAL and IN DEMAND

  • Reply to

    Ethanol Exports Increase 22%

    by wellhellrex Jul 8, 2015 12:26 PM
    wellhellrex wellhellrex Jul 23, 2015 11:46 AM Flag

    Don't get caught short because you can't control the rapidly increasing ethanol exports to Asia/China. Remember

    Ethanol IS GLOBAL and IN DEMAND

  • wellhellrex wellhellrex Jul 23, 2015 11:44 AM Flag

    Most definitely imablue. China imports are rapidly increasing and shipping companies are lining up for the contracts.

    Ethanol IS GLOBAL and IN DEMAND

  • International - Shipping interest for ethanol on US/Asia routes
    Published: 22 July 2015 08:31 AM
    Shipping sources noted a new overseas ethanol freight enquiry (US/East Asia),... because

    Ethanol IS GLOBAL and IN DEMAND
    (Guess who has a direct line to west coast ethanol exports to China/Asia? PEIX)

  • Reply to

    Ethanol Exports Increase 22%

    by wellhellrex Jul 8, 2015 12:26 PM
    wellhellrex wellhellrex Jul 22, 2015 6:42 PM Flag

    Hope you are enjoying the recent pricing opportunities. Hold, and build your core position and trade the low volume swings, if you dare. The current price is less than half the company's base value so prepare accordingly. Don't get caught short because

    Ethanol IS GLOBAL and IN DEMAND

  • China's June ethanol imports soar on year to 20,643 cu m
    Singapore (Platts)--22Jul2015/739 am EDT/1139 GMT China imported 20,643 cu m of ethanol in June 2015, a significant increase from just 100 cu m in June 2014, led by high volumes from Pakistan and the US.

    Philippines domestic ethanol prices rally to four-year high in June Singapore (Platts)--21Jul2015/427 am EDT/827 GMT Domestic bioethanol prices in the Philippines have hit a four-year high in June, averaging Philippine Peso 56.33/liter ($1.25/liter) as domestic raw sugar production sank to a two-year low, statistics from the Sugar Regulatory Administration showed this week.
    Ethanol industry executives see reasons for optimism in exports, margins

    Ethanol Industry Executives See Reasons For Optimism In Exports
    An increase in U.S. gas consumption and strong exports will help the ethanol industry, according to Archer Daniels Midland CEO Juan Luciano. Renewable Fuels Association figures show 836 million gallons of ethanol were exported last year, a 35% increase from 2013. Many executives also say ethanol margins have rebounded lately, with Green Plains President and CEO Todd Becker predicting that ethanol will be profitable for the rest of 2015.

    Ethanol and Corn Exports Setting Rapid Pace
    University of Illinois economist Darrel Good says the current pace of ethanol and corn exports is encouraging, with ethanol exports on pace to be the second-largest in U.S. history. "The strength of export demand for U.S corn, ethanol, and distillers' grains is not completely revealed by the magnitude of shipments since quantity demanded presumably varies with price," Good said. "... A continuation of modest corn prices suggests that export quantities will remain large."

    Ethanol IS GLOBAL and IN DEMAND

  • Reply to

    Great Opportunity To Buy-in

    by wellhellrex Jul 8, 2015 3:10 PM
    wellhellrex wellhellrex Jul 16, 2015 12:26 PM Flag

    doddon, raylene and his aliases will never respond with any facts or figures. just put him on ignore.

    Ethanol IS GLOBAL and IN DEMAND

  • Look at PEIX's SEC filings and financials and you'll see $$$$$$$.

    Two words for all the bashers who are caught out short: EARNING ASSETS!

    They seem to forget that the combination of PEIX/Aventine plants now have over $850 million in earning assets and well over $1 Billion in revenue. Silly little hft cubicle-rats.... you should know that

    Ethanol IS GLOBAL and IN DEMAND (just ask the Koch Brothers - they know)

PEIX
7.56+0.23(+3.14%)Jul 27 4:00 PMEDT