GLG News by Agriculture Consultants

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Sun, Heat and Water Make a Corn and Soybean Crop Grow

July 14, 2009

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

The Midwest should have ideal weather for corn pollination over the next two weeks and this could result in a larger crop then estimated by the USDA. Nevertheless the crops will need more then these two weeks before the crop is made and ready for harvest, and a lot can go wrong.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

If Corn and Soybean Production Is Up- Who Are Winners and Losers?

July 12, 2009

Analysis of:USDA boosts corn, soybeans production, cuts price forecasts | www.meatingplace.com

The USDA is now forecasting the largest soybean crop in history and the second largest corn crop. If the crops come to fruition there will be winners and losers in the agribusiness and food sector.

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.

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.

Bill ManciPresidentFisheries Technology Associates, Inc.

Nimble aquaculturists adapt to economic conditions and opportunities

April 28, 2009

Analysis of:Weary catfish farmers now landlords of algae | www.msnbc.msn.com

Fish farmers see new opportunities and adapt quickly to changing economic conditions.  Biofuels could be the next new market for aquaculture producers.

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.

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