Saturday, March 03, 2012

On a recommendation from Motley Fool

In a post A Biofuel Company That Stands Out, Brian Stoffel singles out Solazyme over Amyris and Rentech.

Amyris is not doing too well right now, so not picking Amyris is not an earth shaking insight:

“The Amyris blowup raised questions about the entire space, and the fact that the other companies aren’t reporting the same problems indicates that this was more of an Amyris- specific issue,” Molchanov said.

Amyris fell to a record low yesterday as its fourth-quarter loss surpassed analysts’ estimates and the company reiterated plans to delay expanding a plant in Spain to fine-tune volume production at its three existing facilities. The Emeryville, California-based company converts plant sugars into farnesene, which can be processed into specialty chemicals and fuels

[from Gevo Rises as Production Plans Spur ‘Relief Rally,’ Analyst Says]

The Stoffel post includes the text: Today's biofuel producers can use everything from animal fats to wood chips to produce their oils. A basic oil is a triglyceride, an ester of glycerol with long chain fatty acids. A triglyceride can be converted into biodiesel by transesterifying to make methyl esters of the fatty acids and glycerol. Wood chips are not a particularly good source of triglycerides, or oils. Today's biofuel producers are not using wood chips to produce their oils. Whether they can make cellulosic ethanol is being discussed, but ethanol is not an oil.

Stoffel talks about "algruonic" acid. Spelling is not a strength of Stoffel. The word is "alguronic" of which wikipedia writes:
Alguronic Acid is the tradename created for a undetermined mix of polysaccharides produced by microalgae clogging filters in algae cultures.This indeterminate mix of chemicals is claimed to function to protect the microalgae, and has been processed and formulated in a range of products.

Stoffel talks about the "multiple futures" of Solazyme in food, beauty products, and biofuels. Stoffel does not talk about the process by which Solzayme makes these products, by fermenting sugars. Stoffel does not talk about
US 7,905,930 to Genifuel : sugar to heterotrophs to oil


A California company has been hired to provide 450,000 gallons of advanced biofuels to the U.S. Navy – the “single largest purchase of biofuel in government history,” according to the Navy – at $15 per gallon, or about four times the market price of conventional jet fuel.


Post a Comment

<< Home