GLG News by Council Members who are Knowledgeable about Ethanol

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 
          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.

Mid-America Truck Show Update - Optimism and Caution!

April 8, 2011

Fuel Economy Key Theme at Mid-America Show | www.truckinginfo.com

The accompanied article by Debra Lockridge of Heavy Duty Trucking magazine gives a good overview of the big industry suppliers' theme last week at the biggest truck show in the world - the Louisville Truck Show (Mid-American Truck Show / MATS). While that theme was fuel mileage on new products, there were other as (or more) important discussions on-the-floor that had different priorities - including new Information Technology issues and current engine performance...

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.

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.

Matthew Murphy, Managing Director

Matthew MurphyManaging DirectorMMLC Group 
          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.

China's Seed Industry

April 3, 2011

This article provides a snapshot of China's seed industry.

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.

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.

Martin Alpert, President, Environmental Claims, The Sandner Group

Martin AlpertPresident, Environmental Claims, The Sandner GroupHINZ CLAIM MANAGEMENT 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.

FDA: Menthol Cigarettes an Outright Ban?

March 29, 2011

The case against menthols | www.latimes.com

Will the FDA approve the distribution of menthol cigarettes & if so what restrictions will there be, if any?

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.

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 Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 
          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.

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

March 16, 2011

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.

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, 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.

The Impact of the Japanese Earthquake on the Demand for Rare Earths 1/2 of 2011

March 14, 2011

The second largest demand for rare earths is that of the Japanese domestic manufacturing industry (the first is that from the Chinese).Chinese production (global supply) of rare earths will not be affected by the Japanese earthquake. Japanese demand for the rare earths will decrease in the near term.Will the Chinese move to increase their market share of rare earth using end products? Perhaps, but that is not an immediate concern,.

Martin Alpert, President, Environmental Claims, The Sandner Group

Martin AlpertPresident, Environmental Claims, The Sandner GroupHINZ CLAIM MANAGEMENT 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.

Tobacco Companies: Lose Again, this Time in CA!

March 13, 2011

Ex-smoker wins $1.4 million in asbestos-filter suit | www.sfgate.com

Is simply suing a tobacco company enough to guarantee a win?

Jack Lifton, Co-founder and Director

Jack LiftonCo-founder and DirectorTechnology Metals Research, 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.

The Effect on Neodymium and Dysprosium Supply of China's Domestic Growth

March 13, 2011

China's green-tech/cleantech growth targets as stated in the just-put-into-effect 12th five-year plan are ambitious. What is their effect on China's domestic demand for the two most important rare earth metals, neodymium and dysprosium?

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