GLG News by Council Members Knowledgeable on Animal Feed

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Fertilizer Musical Chairs Coming to Sad End- Agrium & CF Industries Last Offers

November 6, 2009

Agrium increases cash portion of bid in final attempt to buy CF Industries | www.chicagotribune.com

Since the beginning of the year Agrium Inc.  and CF Industries Holdings  Inc.  have been seeking to make a major acquisition in consolidation effort after drop in sector share prices. This week new offers went out and we might be reaching an end to this round of efforts as the outlook for the sector finally appears to be touching bottom. 

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Omega-3 Soybean Oil Closer To Commercial Reality For Monsanto and Solae

November 1, 2009

Solae, LLC and Monsanto Company reach important regulatory milestone that advances the development of foods containing the world's first stearidonic acid (SDA) omega-3 soybean oil product | www.seedquest.com

The GRAS certification of Monsanto's new omega-3 Soybean Oil is a major step not only for Monanto and their partner on this product, Solae LLC, but a it could also help pave the way to the acceptance of GMO crops around the world. The product still needs to be developed and marketed correctly as it is SDA and not EPA or DHA.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

"Where's the Beef?" Will Meat Lose Global Favor?

October 30, 2009

Vegetarian diet is better for the planet, says Lord Stern | www.guardian.co.uk

The production of meats is responsible for 18% of man made green house gas emissions and 25% of man made methane emissions. No wonder there is talk that eating beef is not very green. WIll sustainable farming and green consumers move away from meats and towards a vegetarian diet? 

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Farmer Bill Gates Defends Biotech Crops and Pushes For Sustainability

October 18, 2009

Gates chides critics, defends biotech crops « Des Moines Register Staff Blogs | The Des Moines Register | blogs.desmoinesregister.com

The Bill & Melinda Gates Foundation is putting big bucks behind a push to improve farming in Africa and the rest of the thrid world; he includes biotech crops as part of the solution.

Joe Victor, Business Development Specialist

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Dollars Role with Grains

October 16, 2009

GRAINS-Wheat, corn, soy firm as dollar falters | www.forexyard.com

Allendale's research suggest there is not a correlation of the US dollar on US grains or meat exports.

Joe Victor, Business Development Specialist

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Wheat the Biggest Surprise

October 13, 2009

India grain stocks suffice if monsoon bad - Virmani | in.reuters.com

More than adequate supplies of USA wheat are likely to create golden opportunities for the USA end user market.Key world players stocks to use levels limit price incentives for expanded acres for the 2010 summer harvest.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Are Things Getting Hot Down Under? Everyone Interested in AWB !

September 29, 2009

RPT-DEALTALK-Bunge seen most likely partner for Australia's AWB | sg.news.yahoo.com

Bunge Ltd , Archer Daniels Midland, Cargill, Nobel Group , Louis Dreyfus, Glencore International and even Gavilon LLC could be interested or already in talks with AWB for a possible acquisition of more then just their Geneva grain trading operations. It would seem logical that someone might be interested in these assets, but who would it be?

Joe Victor, Business Development Specialist

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Corn Planting Technique Potentially Explosive

September 22, 2009

Twin- Row Corn Idea Picks Up Steam | indianaprairiefarmer.com

New corn planting technique most likely to benefit future seed and equipment sales. Corn seed demand via twin row planting may experience 12% increase and beyond

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Noble To Become Major Agriculture Player with $850 Million From China Investment

September 21, 2009

Noble to Sell $850 Million Shares to China Investment (Update1) - Bloomberg.com | www.bloomberg.com

The question was who was looking to invest in Noble when it stopped trading. We now know that China Investment Corporation has invested $850 million in Noble to expand their agriculture supply business, boosting them into the big league.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Cargill Sells Seara in Brazil- What Else For Sale

September 17, 2009

Marfrig to acquire Cargill poultry unit Seara | www.allaboutfeed.net

Cargill the largest agribusiness company in the world continues to rearrrange assets this year, following sale of feed manufacturing mills in Spain and Portugal to Nutreco, it is now selling its poultry and pork operations in Brazil to Marfrig. What is Cargill up to?

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