Just How BIG is This?

Just to let you know the SkunK is back in snow country. And sorry, but I will continue to work some travel pictures into the blog for a while. Three weeks and some days? Did I get the day back that I lost? How did that happen? - never mind. Please excuse if I missed or was tardy on an Email or two or three. JAL is still flying and making long flights as pleasant as possible. I got a surprise or two on my return - more on that later.
I thought I would show two charts that sort of put things in perspective. In the first one can see that COES add nearly eight cents in profit, more than any other new technology out there except for front end fractionation. Of course that has to be originally built into the plant, produces edible corn oil - no biodiesel feedstock - and has a huge initial capital cost. Of the new technologies - this clearly points to COES.

This second table shows the weighted cost impact on the industry of choosing COES. Both tables are here: http://www.epa.gov/OMS/renewablefuels/420r10006.pdf
Do you think Ethanol Plants are worried about reducing costs per gallon? Only the ones that plan to stay in business. The COES score of -$0.055 accounts for about 60% of the total savings in new technologies projected over the next 12 years for the Ethanol Industry. Does this project COES to be a major player? Essential.
These charts are (of course) graphic. It is very easy to see the huge effect COES are projected to have on the Ethanol Industry and the Industry's ability to achieve its mandates. However these are not small islands in an ocean of unrelated information. The COES are featured many times concerning Ethanol and also as THE feed stock that allows the BioDiesel Industry to make its goals:

"By 2022, it is estimated that corn oil from extraction is a significant contributor to the biodiesel volume required by the RFS2 rule." p. 10-3
http://www.epa.gov/OMS/renewablefuels/420r10003.pdf
The question investors have is the rest of the industry going to notice what the SkunK is already saying? Lots of full-time pundits from coast to coast, for both the Ethanol and BioDiesel Industries are paid to notice such things and report on them. I suspect this will happen over the next 30 days. I expect light bulbs are finally coming on all over the country about now. Will this report finally bring our GreenShift "good things to life?" Good Golly I hope so!SkunK