This stock is extremely speculative, but is becoming less so every day. Rentech will complete their production facilities sometime next year and meanwhile the congress just voted to give loans to clean coal companies totalling around $10 billion dollars.
The US may not have much oil compared to some other countries, but we have LOTS of coal! Turn that coal into deisel or jet fuel (precisely what Rentech will do), and you've got a real money maker if they can produce enough volume.