GLG News by Agriculture Consultants

James AliucciCEOThe Global Group

Scarce Fish Are Much More Profitable

March 25, 2010

Analysis of:Bluefin tuna loses out simply because scarce fish make a profit | www.guardian.co.uk

We are truly in trouble if this becomes the accepted way of preserving the habitat in our oceans. In the recent action regarding bluefin tuna, we see money is king. We know that to be true in most all things, but we should be living with checks and balances that at least attempt to insure some sustainability in our oceans. I thought we were.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Fat Lady Singing As CF Industires Finally Set To Acquire Terra Industires

March 12, 2010

Analysis of:CF Industries, Terra strike $4.7B deal | www.chicagobreakingbusiness.com

For the past year there has been a war going on with bids in the fertilizer sector. CF Industries was after Terra, while Agrium made a hostile bid for CF Industries. Neither Terra nor CF Industries were interested in being acquired, unti...

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

How Many Corn and Soybean Acres From Released CRP In 2009?

March 7, 2010

Analysis of:What’s Ahead for the CRP Program? | cornandsoybeandigest.com

At the end of  2009 there was a total of 31.1 million acres left in the Conservation Reserve Program (CRP). There was a net reduction of 2.6 million acres that can now be placed back in production. How mush of this is good framing land, and how much will be dedicated to corn and soybeans? Larger acreage could exit the program over the next 3 years.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Fertilizer Love Triangle Now A Square Dance: Agrium, CF, Terra and Yara

March 3, 2010

Analysis of:CF’s $4.72 Billion Offer for Terra May Force Yara to Boost Bid - Bloomberg.com | www.bloomberg.com

For a year now there has been a bidding war between major fertilizer companies. It would like the dancing was going to end when Yara entered with a high bid for Terra, which would leave Agrium to acquire CF Industries. Well the music is still playing now that CF Industries has raised the ante for Terra.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Ferilizer Industry Consolidation To Continue-Yara Acquires Terra

February 16, 2010

Analysis of:Latest fertilizer deal a peaceful, $4.1bn affair | www.mineweb.co.za

The speed of consolidation of the global fertilizer industry is picking up speed with the $4.1 billion all cash deal by Norweigan giant Yara to acquire US based Terra Industries. This follows recent acquisitions of Vale of Bunge Ltd and Cargill's fertilizer assets in Brazil. CF Industries is still being pursued by Agrium.

James AliucciCEOThe Global Group

Ocean Troubles Continue, Have You Seen These Guys

February 10, 2010

Analysis of:Monkfish tagged for migration research | fis.com

Monkfish, really. Is this what it is coming down to. This is the fish that you don't quite know your eating, but we are. As we must go deeper in our oceans to produce products for the consumer, the fish get strange. Put down you cod sandwich and grab a monkfish.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Largest Ethanol Deal Yet: $12 Billion- Shell Invests In Brazilian JV With Cosan

February 3, 2010

Analysis of:Shell bets on ethanol in $21 billion deal with Brazil's Cosan | Reuters | www.reuters.com

Shell is making a big bet on sugar ethanol and Brazil, as it pulls back on other non-fuel green energy. They are late to the party, but they have arrived with the biggest gift yet setting up this $12 billion JV, with sales estimated at $21 billion. Original title might be misleading.

James AliucciCEOThe Global Group

Just When We Want To Eat More Healthy Fish, They Change The Rules

January 30, 2010

Analysis of:Fishing for facts | www.boston.com

Good for your health and good for the environment, it becomes increasingly difficult to choose. We have a myriad of "agencies" telling us and reporting all these nebulous factors. But who is correct. And more importantly, who is industry sponsored and driven, and who is trying legitimately to look out for you, me and the future of an entire words fish population.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Is Bunge Going After Corn Products International Again?

January 24, 2010

Analysis of:Bullish on Another Bunge Bid | online.wsj.com

Bunge Ltd is preparing to sell its fertilizer business based in Brazil to Vale. This will generate considerable cash and free up a large amount of working capital. There is now talk that Bunge could be preparing to make another bid for Corn Products International. Could this happen? 

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Bunge To Exit Fertilizer Business As Vale Aims To Become Major Player In Brazil

January 17, 2010

Analysis of:Agrimoney.com | Debt-heavy Bunge mulls $3.8bn fertilizer sale | www.agrimoney.com

Bunge, the world's largest oilseed processor,  has centered a large portion of it's global agribusiness empire around Brazil, including a recent major expansion there in sugar and ethanol. Their fertilizer business was a large money maker a few years ago, but has slipped drastically. Vale, previously know as Companhia Vale do Rio Doce, is a major metals and mining operation that has been looking to expand into fertilizer mining. This is an interesting play with implications for others as well.

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