GLG News by Mr. Gary Drimmer, Chief Executive Officer
GLG News is now G+ Insights
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G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.
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Cooler Summer to Impact Acres, Health and Yields of US Corn and Soybeans
June 5, 2009
PLANALYTICS FORECASTS COOL SUMMER | agrimarketing.com
Lack of sun spot activity, volcano eruption in Alaska and the return of an El Niño all paint a cooler then normal summer for the major crop areas in the US according to this report. What would the impact be on the corn and soybean crops?
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The Mississippi River Divide Corn Supplies Next Crop Year Resulting in Higher Prices in the East
May 20, 2009
Corn planting still lags behind average | www.upi.com
Planting of corn east of the Mississippi have been delayed into the second half of May, with a potential reduction in yields and acres. On top of this there has been a reduction of fertilizer applications. The eastern corn belt could suffer more then the western corn belt with supply and basis implications.
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American Families Return to Eating At Home
May 13, 2009
General Mills sees eat-at-home trend sticking | www.reuters.com
The economy is forcing many families to revert to eating at home as well as to cut back on prepared dinners. This is a clear benefit for major food companies and super market chains. The big question is will this turn in to a long term trend or is it just a recession cutback.
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Swine Flu By Any Other Name Is A-H1N1 or Can Being Called Names Hurt You?
May 1, 2009
H1N1 Influenza A Fallout Assessed | nationalhogfarmer.com
Swine Flu has become the media's and publics' favorite topic and concern. The name alone is impacting the swine producers and pork processors in Mexico, the US and Canada. While the WHO has gone to calling the virus that is not spread by pigs, by its technical name Influenza A-H1N1. There has been so much damage done already that it will take time and major public relations and advertising to stop the blood letting.
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Panic: Swine Flu Pandemic To Have Major Impact on Many Grain, Pork and Food Companies
April 27, 2009
Swine flu fears prompt quarantine plans, pork bans | news.yahoo.com
History this decade shows that it will hard to convince consumers that a given meat is safe if people are dying. Companies from grain handlers and soybean processors (Bunge, Cargill, ADM and Louis Dreyfus)as well as swine farmers and pork processors (Smithfield and Tyson) to restaurants and even tour companies serving impacted areas will suffer.
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Chinese Soybeans and Procesors Now Look Very Foreign
April 22, 2009
No End to China's Soybean Wars: Chinese Processors Want Foreign Investment -- on Their Own Terms | www.soyatech.com
With 80% of the soybean crushing capacity in China in the hands of foreign companies (ADM, Cargill, Bunge, Louis Dreyfus and Wilmar International) these same companies are also the largest exporters of soybeans to China and importers of soybeans to China. The Chinese government is supporting prices to the farmer, by stock piling the domestic crop. This will probably push Chinese farmers to other crops and continue to concentrate this industry in the hands of the large multinationals.
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What Will the Fertilizer Industry Look Like When the Muscial Chairs M&A Ends?
March 30, 2009
Agrium ups offer for CF Industries - Update | www.rttnews.com
So far there have been two major offers made in what seems to be a race for a major merger in the fertilizer industry. CF Industries has increased it's offer to acquire Terra Industries and Agrium has increased it's offer to acquire Agrium. Now there is a rumor that cash rich mining giant BHP Billiton might be looking at Potash Corporation of Saskatchewan again as a potential acquisition candidate.
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Is Sugar The New High Fructose Corn Syrup?
March 27, 2009
Sugar Is Back on Food Labels, This Time as a Selling Point - NYTimes.com | www.nytimes.com
High Fructose Corn Syrup (HFCS) has been attacked for causing the current obesity in th US, containing mercury, causing diabetes and many other evil. It remains the major sweetener for sweetened sodas. HFCS also remains the largest prime product produced by the wet corn milling industry. If sugar displaces sugar, what happens to the industry?
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March 18, 2009
Valero successful in VeraSun auction | www.energycurrent.com
Valero has successfully outbid ADM for the VSE Group of Valero as well as 2 additional plants- a potential sign of hope for a turn around in this industry and a new base price for assets in this sector. This makes them one of the 3 largest ethanol players in the US, as well as the largest oil refiner.
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Why is Valero Planning To Buy Plants from VeraSun?
February 10, 2009
Texas firm to buy VeraSun plants | www.argusleader.com
Valero might be joining BP and Royal Dutch Shell into the ethanol biofuel market with a significant purchase of ethanol plants from bankrupt VeraSun Energy. This bargin price purchase might be the creation of a major new player in ethanol and further consolidation of the struggling industry.
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Another Attack on High Fructose Corn Syrup (HFCS) - Should You be Concerned?
February 3, 2009
Not So Sweet: Missing Mercury and High Fructose Corn Syrup | www.healthobservatory.org
A report out last week would lead many to say that they have found another reason to not consume HFCS as well as not to trust big industry or the FDA. It is important to check the facts and who is sending you their "facts". If the report is true I sure would not want to check all the labels on the foods and drinks I consume, or maybe just give up eating prepared foods, or anything that the FDA has ever looked at.
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When Is The Best Time For Bunge to Make a Sweet Deal?
February 2, 2009
Bunge in talks to buy stake in GMR Inds: report | www.reuters.com
Does the rumors this week that Bunge Ltd. (BG.NYSE) was in talks to acquire a "substantial stake" in GMR Industries Ltd (GMRT.BO), a major sugar and ethanol producer in India make sense for the companies? Bunge has been expanding in India and in sugar in Brazil, is this their next step, even if GMR later said the reports were purely speculative?
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U.S. Corn Ethanol Capacity Shrinking And So Is Demand- Impact on Corn
January 29, 2009
US ethanol capacity slips 5 pct since late October | uk.reuters.com
U.S. corn ethanol capacity is shrinking due to poor margins as mandates increase. Ethanol prices are high compared to gasoline resulting in purchase of RINs, less use of corn and higher ethanol imports from Brazil.
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La Niña Is Back- Problems in South America and Possible Impact on Spring Corn and Soybean Planting
January 23, 2009
Prepare for possible worsening drought in Georgia-Carolina | www.nbcaugusta.com
La Niña, which brought us the terribly wet spring last year in the Midwest is back after only a short break last summer. This is known as a double dip. It is the cause of the terrible drought right now in Argentina and parts of Brazil, rains in Malaysia and the extremely cold wet winter in the upper Midwest and renewed drought fears in Texas, Georgia and the Carolinas. This can impact production around the world as well as planting this spring is the US.
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Comments on Bunge and Corn Products International Merger
June 26, 2008
Bunge Should Jump from Here | seekingalpha.com
It is a win-win marriage made in Brazil. The timing is perfect to take advantage of record stock prices and commodity prices, though wet corn milling might have some problems next year.
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Easing Ethanol Mandates and Opening the CRP- Possible Solutions to High Cron and Soybean Prices
June 23, 2008
U.S. May Free Up More Land for Corn Crops | www.nytimes.com
There are possibly 4-6 million acres lost this year due to flooding in the Midwest. This has been enough to force corn, soybean and some meat prices to record prices this month. If prices rise further due to a reduction in yields due to a hot dry spell during pollination, will the government be forced to take action to mitigate the impact on food inflation?
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Who IS Going To Pick Up the Tabs From Crop Damage
June 18, 2008
Crop Insurers Brace for Pain | www.businessweek.com
Flooding across the Midwest is causing billions of dollars of crop damage as corn and soybean crops are killed or washed away. What had looked as a stellar year for farmers throughout the Midwest will result in some major losers, starting with farmers and livestock producers, and continuing with crop insurance companies and the U.S government that back those policies.
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Argentine Government Continue to Tango with Farmers- Viva the Strike
June 16, 2008
Argentine Farmers Resume Export Tax Protests | www.allheadlinenews.com
The Argentine farmer strike continue. It has been 100 days with on and off again strikes, with truckers and housewives joining the protests. Exports as well as domestic agricultural processing has been stopped again, putting additional pressure on soybeans in the US and the Argentine Government.
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Rain Rain Everywhere, But Where are the Corn and Soybeans?
June 16, 2008
Flooding a 'brutal business partner' for farmers | www.thonline.com
The record rains and flooding in Iowa will result in a further drop in corn and soybean production this year, with estimates of up to 3 million acres and 20% of the Iowa crops lost. This has already caused a run up in corn, soybeans and wheat prices and a drop in many companies' stocks, including ADM, Corn Products International, Tyson, Smithfield and Verasun. There are a few winners, such as Monsanto, Mosaic and Potash, as they will sell more of their products at possibly a higher price over the next 12 months. These higher prices will have an impact on consumers around the world and will force additional inflation among the poorest countries.
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When it Rains it Pours- What is Going to Happen to The US Corn and SOybean Crops
June 9, 2008
Climate plants a wet one. Record moisture reported across state | www.columbiatribune.com
The midwest has had exceptional amounts of rain since last December leading to major delays in the seeding and emergence of the corn and soybean crops. La Niña has been blamed for the cool wet weather, if it is disappearing what type of summer and crop will we have.
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