us market, page-10

re: revisiting the past Hi yellowcake

regarding the issue of whether food manufacturers will be revisiting the use of tallow, my understanding is that the potential threat of BSE and the like has made this increasingly improbable. However, even if there is some move back to using tallow in food, the drought and its effect on increasing the supply of tallow in the face of lower demand will mean the price of tallow will be lower relative to the crop feedstocks. That is an advantage for ARW.

As well, I thought the use of cellulose as a feedstock still has quite a way to go before it is commercial. Is this correct? If this is so, I would imagine ARW would have a few years to establish itself and make a decent return (if they can finally get their plants up and running). If not, how close is the technology to commercialisation?