GLG News by Biofuels Experts

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Cop Conditions to Price

April 8, 2011

USDA issues a weekly wheat crop conditions report. Read how this impacts prices on various exchanges through the harvest.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Prospective Planted Acres

March 29, 2011

The March Prospective Planted acreage report is a fair start but weather and other key drivers have to be considered throughout and into the January annual WASDE report.The target area is formed in March but the bulllseye goes beyond the June planted acreage report and into the January annual WASDE report.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Japanese Importance

March 18, 2011

MGEX provides the specifics as to the importance to U.S. exports of wheat, corn and soybeans.MGEX also provides the specifics as to the daily consumption of these grains in Japan, end stocks to use and what is likely to rebound for Japan's importance.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Mexico Cross-Border Trucking Program - Update From The Border (EOBR Included)

March 16, 2011

Analysis of:Ferro Explains FMCSA Approach to Mexican EOBR Decision | www.truckinginfo.com

The Mexico Cross-Border trucking problem resolution is seen by most involved in it as positive, but it's adoption will be slow for many reasons. FMCSA's discussion of such at the Truckload Carrier Association meeting this week highlighted the Electronic On-Board Recorder (EOBR) issue - meaning why we are buying EOBR's for Mexican Carriers. There are other more important considerations.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Trailer & Truck Underride Issues Are Not Simple - But Expensive & An Opportunity

March 5, 2011

Analysis of:Insurance Institute Wants Underride Guard Improvements | www.truckinginfo.com

Cars underriding BIG trucks and trailers rear-end and sides have been going on for decades. I offer as a historian that there have been many improvements in minimizing the effects of such, but we keep changing other things that increases the risk. Could higher Gross Weight Combination help here? We offer that it would...

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Planted Acres Increase

March 3, 2011

USDA unveiled its acreage assumptions for 2011 wheat, corn and soybeans. Much more important will be the March Prospective Plantings USDA report. You must include the three key drivers when making a choice.

Jay ThompsonPresident and General ManagerTransportation Business Associates

YRCW Numbers Follow LTL Market - Yet Dependent On Economic Recovery & Oil Price

March 2, 2011

Analysis of:YRC Reaches Tentative Agreement on Debt Restructuring | www.truckinginfo.com

YRC Worldwide announced they were offering another debt for stock deal to keep things going. Some folks calculate we still have excess capacity in the Less-Than-Truckload (LTL) sector, so what does this mean for YRC's profit potential? Then there is the oil price impact on the consumer, trucking rates and flowing fuel costs.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Class 8 Diesel Engine Trends - Integrated Approaches Showing In Market Share

February 21, 2011

Truck-builders are moving toward putting their own engines in their own trucks / buses (internal / vertical integration) addressing a variety of issues including cost, profits, complexity, etc. Cummins Inc. and (now non-player) Caterpillar, Inc. share has been displaced by integrated approaches of Volvo, Paccar, Inc and Navistar Corporation. That trend is showing up in the Wards Communications numbers, which we our share "derived share-info" in the following.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Where Will Climate Hit Crops Next

February 20, 2011

Analysis of:Droughts in China More Frequent and Intense, Scientists Say | www.cadenagramonte.cu

Climate change has been having a growing impact on crops around the world. Momentum seems to be picking up. China now facing a drought every year, instead of every 5 to 10 years.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

China Drought Headline News

February 14, 2011

Analysis of:China allocates funds to fight drought | news.xinhuanet.com

MGEX looks at three items critical to China's drought on wheat. China had a drought in 2006 and then produced a record wheat crop. There is a great deal of perception versus reality for China's drought.

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