Quote:
Originally Posted by jkennedy293
In 3-5 years there are going to either be a ton of companies selling a significant amount of biofuels...or the ruins of a biofuel bubble burst. Its just too early to tell.
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Fortunately for us, we're not in a biofuel bubble yet. Not even close. Once the full scale cellulosic plants show a profit margin - ANY PROFIT MARGIN - it will be a full fledged free for all, and the bubble will begin. And the end of such a bubble would not be an end to the biofuel market, rather the end of the bubble would merely consolidation. Biofuels are here to stay.
The secnd half of such a scenario, which is not an "if", rather a "when" scenario, is that the competitors to the product, such as the big oil companies will be forced to play along and get involved. They will not be able to pit gasoline against ethanol, or diesel against biodiesel. They'll have to get in the game too. They will continue to rake in profits on their product for decades to come, but they will not be aboe to shut out the biofuel market. It is out of the oil majors' control to do such anymore. The biofuel rush is far bigger than Exxon, Shell, CP and BP combine.