GLG News by Agriculture Consultants

James AliucciCEOThe Global Group

Our Growing Water Crisis, Follow Kraft Foods Lead

August 11, 2009

Analysis of:Kraft Foods Reduces Global Plant Water Use by More than 20% in Less than Three Years | www.flex-news-food.com

Kraft Foods has reduced their water use, internationally, by 21% over the past 3 years, they need to be commended and industry should take their lead and use it as an example to follow. The water crisis real and will be a critical issue that needs to be addressed now. As I wrote in March, "A situation, if left to its own devises, will make the oil issues we face small in comparison."

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Corn, Soybean, Palm Oil & Sugar Could Be Impacted By El Nino And/Or Early Frost

August 9, 2009

Analysis of:El Nino to Lift Palm Oil, Sugar Prices, Deutsche Says | www.bloomberg.com

Weather is always of concern to crops. This year the world is very susceptible to possible impact of an early frost in the corn and soybean growing regions, while palm and sugar crops could be impacted by a moderate to strong El Nino. Companies that would be impacted include ADM, Cargill, Bunge Ltd., Louis Dreyfus, Wilmar, Asian Agri, Sime Darby, Tate & Lyle, Corn Products International, Unilever, Mars, Coca Cola, PepsiCo, Tyson, Biofuels Corporation, Neste Oil, IOI Group and BLD Plantation BHD.

James AliucciCEOThe Global Group

World Fisheries Headed in the Right Direction Hopefully

August 9, 2009

Analysis of:Study rebuffing '2048' collapse praised | www.seafoodsource.com

The latest analysis rebuffing the study of 2006 of our world fisheries and their ultimate collapse is not what it seems. But, it may cause the direction of the recovery and management of our seas fish population to reverse all the good practices that have been put into place. The study is good news, lets hope its ultimate interpretation is helpful not harmful.

James AliucciCEOThe Global Group

The Continued Confusion of Organic Food Production

August 5, 2009

Analysis of:Organic Food Not Healthier, Study Finds | www.flex-news-food.com

The interpretation of the British Government's Food Standards Agency report, that was published in the American Journal of Clinical Nutrition, is another misguided attempt to discredit organically raised food products, knowingly or not. As the NOP continues to become a tool of large food producers and their desire to capture the one segment of the food industry that continues to out perform all others.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Nutreco Expands Feed Business With Purchase of Some Cargill Agribrand Operations

August 2, 2009

Analysis of:Nutreco to acquire Cargill's animal nutrition operation in Spain and Portugal | www.domain-b.com

Nutreco continues to expand, even in a very difficult market with the purchase of Cargill's Agribrand operations in Spain and Portugal. This will continue to push Nutreco as one of the largest global animal premix and compound feed producers. These is a slow growth, and low margin business, but Nutreco has been able to find some rewarding pockets.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

ABB Prepares For Marriage With Viterra- Shareholder/Farmers Still Have Final Say

August 1, 2009

Analysis of:New executive committee appointed at Australia's ABB Grain: Viterra | www.leaderpost.com

ABB's managing director Michael Iwaniw has followed through with his retirement and the company has appointed a new executive committee waiting for merger with Viterra. Main obstacle remaining is the shareholder/farmer vote on September 9th. Many say it is a done deal, but it still seems too close to call.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

US Ethanol Industry Shows It's Power On Brazilian Exports Even When No Threat

July 29, 2009

Analysis of:RFA advocates keeping secondary tariff on ethanol imports | www.biofuelsbusiness.com

High sugar prices and reduced sugar production in Brazil are drastically reducing Brazil's ethanol exports. Even so, the US Renewable Fuels Association jumps to patch a possible weak point in their armor of import duties, by supporting a delay in confirmation of new Ambassador and Senator Grassley (R-IA)

John BaizePresidentJohn C. Baize & Associates

Global Soybean Shortage Could Become Major Surplus in 8 Months

July 25, 2009

Analysis of:Corn, Soybeans Decline as Cool, Wet Weather Boosts U.S. Yields | www.bloomberg.com

U.S. and foreign soybean stocks are extremely low right now as a result of strong demand and a poor crop in South America. However, if the weather cooperates the world may have a glut of soybeans in only about 8 months.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

El Nino Is Back And There Will Be Impacts On Weather And Crops

July 23, 2009

Analysis of:El Nino Now Official - Possible Implications | www.rightsidenews.com

El Nino is now officially back. If it continues to strengthen it will impact weather and crops in some major growing areas around the world including India, Malaysia, Indonesia, Australia, Brazil and the USA. It is a question of how strong it gets and how long it lasts, but the first impacts appear to be visible already in India.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Great Weather- How Large Will The US Corn And Soybean Crop Be?

July 22, 2009

Analysis of:U.S. corn pollination weather ideal, soybeans eyed | www.reuters.com

The US Midwest is in the middle of the critical silking/pollination stage of corn and pod setting for soybeans. Weather has been good and the forecast continues to be favorable for the next two weeks. Latest projections are for an ever growing harvest.

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