Cellulosic Ethanol


Stocks that should benefit from the build-out of a cellulosic ethanol infrastructure and those that benefit from cheaper fuel costs. Roughly: auto stocks (particularly SUV manf.), Engineering & Construction including pipeline, consumer discretionary particularly those benefiting from a move away from corn ethanol.

Avoid direct manf's of ethanol, as well as companies reliant on corn-specific ethanol such as MON, POT and MOS.

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