AAE agri energy limited

crude oil peak is now, page-7

  1. 13,177 Posts.
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    Pete regardless of that sort of company codswallop, the oilseeds complex is a broad range of commodities including oil palms, soybeans, sunflowers, groundnuts, canola etc. This complex is being driven by biodiesel demand for palm oil - the lowest cost oil to produce. That leaves food market deficits where palm oil is traditionally used and the other oils are utilised accordingly. Also with soy there is a protein component driving values as well, particularly when you consider milk is leading a tremendous bullish charge and meat is about to launch itself into the realm of unfamiliarity price wise.

    There is no future here unless they look to second generation biofuels... No amount of spin can change that fact. Just like the arguement ARW ran in the early days that the price of tallow was not linked to food markets. Well history now tells us that food market demand HAS HYPERinflated tallow values.

    Much safer ways to leverage into the energy boom. Whatever you do, DO NOT be on the SHORT side of grains ...
 
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