GLG News by Agricultural Economists

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Cooler Summer to Impact Acres, Health and Yields of US Corn and Soybeans

June 5, 2009

Analysis of: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?

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

The Mississippi River Divide Corn Supplies Next Crop Year Resulting in Higher Prices in the East

May 20, 2009

Analysis of: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.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Corn Supply to Tighten

May 19, 2009

Analysis of:Corn planting still lags behind average | www.upi.com

Just how small could the US supply of corn become and place end users as well as the supply chain in 2009-2010 in a precarious position? There may not be much help from alternative world suppliers.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

American Families Return to Eating At Home

May 13, 2009

Analysis of: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. 

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Swine Flu By Any Other Name Is A-H1N1 or Can Being Called Names Hurt You?

May 1, 2009

Analysis of: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.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Panic: Swine Flu Pandemic To Have Major Impact on Many Grain, Pork and Food Companies

April 27, 2009

Analysis of: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.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Chinese Soybeans and Procesors Now Look Very Foreign

April 22, 2009

Analysis of: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.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

What Will the Fertilizer Industry Look Like When the Muscial Chairs M&A Ends?

March 30, 2009

Analysis of: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.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Is Sugar The New High Fructose Corn Syrup?

March 27, 2009

Analysis of: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?

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Wheat May Spring

March 20, 2009

Analysis of:N.D. flooding may leave over 1M acres unseeded | www.manitobacooperator.ca

If weather does not cooperate very soon for North Dakota and surrounding states, there may serious implications for producers but end users of wheat as well.

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