A lot of factors that existed in 2005 will continue in 2006. We expect to see demand stay relatively strong. |
Barges are in short supply too. |
Over the next five years we could see capacity increases that are larger than we've seen in some time. |
We would not be at all surprised to see temporary supply-demand imbalances resulting in price surges. |
We'll need to find a whole lot more rail cars that may not be readily available. There's also concern about trucks, and the truck drivers needed for moving this are in short supply. |
We're short here domestically. So we should be able to get increased exports (of ethanol) from Brazil. This assumes no change in the tariff structure. |
What we don't know is if there will be enough supply at the right place at the right time. There is the potential for regional gasoline supply issues. |