GLG News by Agriculture Consultants

James AliucciCEOThe Global Group

The Billion Dollar Wild Salmon Industry Has Lost It's Salmon

September 4, 2009

Analysis of:Canada: Millions of Salmon Fail to Return | www.realtruth.org

Acidic water, ocean temperature change, sea lice and warmer river waters do not bode well for the return of the Canadian wild salmon. This poses a loss of 1.6 billion dollars to the industry. With some of the environmental issues spinning out of control, and out of the control of the fishery managers, certainly no quick fix is in site. Is it then crazy to even think about farmed salmon in Alaska, probably.

James AliucciCEOThe Global Group

Pollock, Biomass And The Rise in Our Ocean's Temperatures, Loom Large

August 30, 2009

Analysis of:Warm Sea Temperatures Whet Krill Appetite, Put Seafood at Risk | www.bloomberg.com

Overfishing has been a problem in the fisheries industry for many years. It has decimated species worldwide. We may be finally seeing positive change in our management of these same fisheries through better management and cooperation of nations. However, the warming of our oceans could prove devastating. This issue will prove to be impossible to solve in the short term. It also will illustrate that overfishing will pale in comparison in it's effect.

James AliucciCEOThe Global Group

Aquaculture, Microalgae and Saltwater Could Help Alter Our Worlds Water Crisis

August 25, 2009

Analysis of:Our Water Supply, Down the Drain | www.washingtonpost.com

Land based aquaculture near our oceans utilizing species that tolerate or need saltwater for survival, along with microalgae being farmed in the same grow out ponds, algaculture, could be a partial answer of our two most daunting world problems, potable water and oil. Combining the three elements will save potable water, grow food for human consumption as well as provide bio fuels for industry and transportation.

John BaizePresidentJohn C. Baize & Associates

Europe in a Bind Over Biotech Policy

August 24, 2009

Analysis of:EU stance on GM could decimate UK livestock production | www.farmersguardian.com

The EU's resistance to biotechnology is this year threatening to cause dire consequences for the EU's livestock and poultry industries. That is because regulators have found minute amounts of unapproved biotech corn events in soymeal made from U.S. soybeans. Under the EU's zero tolerance policy for unapproved biotech events this has forced the stoppage of about 200,000 mt of soymeal and effectively foreclosed the U.SD. as a source of soybeans and soymeal. That could be a disaster

James AliucciCEOThe Global Group

Arctic Fisheries; Leading a Sustainability Effort is The USA, How Unique is That

August 21, 2009

Analysis of:U.S. approves Arctic fisheries plan | www.seafoodsource.com

The USA's Secretary of Commerce, Gary Locke has approved the plan "that would prohibit an expansion of commercial fishing in the Arctic. Imagine any government taking this action prior to the fisheries being on the threshold of collapse. The plan is to put in place a sustainable program with controls to insure the health of the fisheries. The bell has sounded on our world's fisheries, and Commerce Secretary Locke has heard it.

John BaizePresidentJohn C. Baize & Associates

Europe in a Bind Over Biotech Policy

August 21, 2009

Analysis of:American Soybean Association delegation meets with French industry | bioenergy.checkbiotech.org

Because of the severe drought which cut South American soybean production this year by over 20 mmt the EU will need to import large amounts of soybeans and soymeal from the U.S. However, that will not be possible unless the EU changes its policies quickly to allow imports containing trace amounts of unapproved corn events.

James AliucciCEOThe Global Group

Salmon For The Masses May Be Coming To An End

August 18, 2009

Analysis of:Chilean salmon industry plunges into an abyss of pesticides and antibiotics | www.grist.org

Salmon pricing continues to fall due to the lack of demand here in the States. We are seeing wild caught salmon now being used as fish food. This short lived trend will come to an end, as will the dominance of Chilean farmed raised salmon. These elements could be the early indicators that the farmed salmon industry, as we know it today, will be changing dramatically in the future.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Sugar- Cosan A Big Winner: Who Else Wins and Who Loses?

August 16, 2009

Analysis of:Cosan sees sugar price firm for another crop | www.reuters.com

Cosan the largest sugar producer in Brazil is reporting record profits thanks to the jump in global sugar prices. Prices could remain near or above the current 28 year high into next year, helping sugar producers with good production as well as producers of HFCS, while hurting candy, beverage and food processors.

James AliucciCEOThe Global Group

USDA Organic Program; Fact or Fiction, NOP Certifications and Growing Concerns

August 14, 2009

Analysis of:Do You Still Trust USDA Organic | www.thedailygreen.com

The Washington Post's story on August 4th, as pointed out in the referenced article, about the National Organic Program (NOP) inconsistencies is troubling to an industry that has fought long and hard to achieve understanding and acceptance buy the consumers. This appears to be threatened by the very agency that was put in place to protect the label and monitor the USA's organically certified products.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Bunge Makes Public Offering - No New Interest In Corn Products

August 12, 2009

Analysis of:Analysts say Bunge public offer could fund Corn Products buyout try, but odds are against it | finance.yahoo.com

Bunge Ltd. has announced a public offering of 10 million shares. Some media have immediately questioned if this could be preparation for a second attempt to acquire Corn Products International, even when the announcement states the funds are to be used to repay debt and for general corporate expenses.  Analysts, including this writer, agree that such a deal is not very likely at this time.

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