GLG News by Ethanol Experts (Brazil)

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Louis Dreyfus And Olam In Possible Merger Talks

September 26, 2010

Analysis of:Agrimoney.com | Grain merchants - Louis Dreyfus in talks over merger with Olam | www.agrimoney.com

This morning Olam confirmed that they are in talks with Louis Dreyfus on a potential merger. Neither of the two companies are familiar names outside of a very specialized industry. The merger would be a good fit, though the cultures might be very different.

James AliucciCEOThe Global Group

Seafood, Overfishing And The Governments That Support It.

September 16, 2010

Analysis of:World pays high price for overfishing, studies say | uk.reuters.com

An interesting look at a different view on overfishing and the continued need for sustainability. The article opens up a potential discussion that focuses on the need for governments' subsidies to be curbed in order to help curtail overfishing. A point of view, backed up by monetary facts, that should help drive industry leaders into the ever growing sustainable dialog.

James AliucciCEOThe Global Group

Worldwide Sustainable Seafood, Is It An Oxymoron

September 7, 2010

Analysis of:Seafood News Environment & Sustainability | www.seafoodsource.com

We see MSC, GAP, WWF, GAA, ASC, NOP, and the list goes on. These are but a few of the certifiers that the industry relies on to get their sustainable message out. How does the Seafood Industry forge ahead with public credibility when the industry cannot come to an agreement on what is sustainable and who, whom or what should be the best group to do so. Not just in the USA but worldwide. I think the Seafood Industry needs a clear, concise and credible voice to the public.

James AliucciCEOThe Global Group

Gulf Facts About Seafood, as Reported by Our Government, Fact or Fiction

September 3, 2010

Analysis of:Top Democrat Criticizes U.S. Oil Spill Report | online.wsj.com

How can we gauge the health of the Gulf and is effects, short and long term, on the seafood it contains when we can not trust the Government agencies to get out the truth on the spill?

James AliucciCEOThe Global Group

The Continuing Gulf Seafood Crisis, And It's Not About Oil

August 31, 2010

Analysis of:Minnesota farmer battles Gulf 'dead zone' | www.cnn.com

The seafood industry continues to focus it's attention on the BP spill and its effects on sea life and water quality. But in the short term, we all tend to forget about the dead zone in the Gulf the size of New Jersey.

James AliucciCEOThe Global Group

The Gulf, BP, And the World's Seafood

August 24, 2010

Analysis of:Top Democrat Criticizes U.S. Oil Spill Report - WSJ.com | online.wsj.com

How can we gauge the health of the Gulf and is effects, short and long term, on the seafood it contains when we can not trust the Government agencies to get out the truth on the spill?

James AliucciCEOThe Global Group

The New Wave; Sustainability, Fisheries And Your Local Supermarket

August 22, 2010

Analysis of:Another US grocery giant demands seafood sustainability | www.fishfarmingxpert.com

There is a movement in the supermarkets, and I do not mean the specials of the week. We are seeing a surprising amount of supermarkets insisting, no, requiring all their seafood now must be from sustainable means. That is from fisheries and aquaculture alike.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Time For Consolidation In Animal Feed Market- Is Nutreco On The Move?

August 19, 2010

Analysis of:UPDATE 2-Nutreco eyes buys after leap in H1 profits | Reuters | www.reuters.com

Nutreco has reported a good first half and has made an acquisition of an aquaculture feed company in Viet Nam. They have the cash and technology to keep growing in markets that are expanding. Have they picked the right targets?

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Fertilizer Takeovers Heating Up After Scorching Russian Summer: PotashCorp

August 17, 2010

Analysis of:Potash rejects $39bn approach by BHP | www.ft.com

BHP Billiton has just made an all cash offer for PotashCorp, which has been rejected by the Board. This follows Agrium's takeover over the weekend for AWB. Earlier this year another mining giant expanded into phosphate mining and the fertilizer industry through the acquisition of Bunge and Cargill's assets in Brazil.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Is Agrium Taking On Next Acquisition Fight Down Under

August 16, 2010

Analysis of:Agrium Enters Aussie Fertilizer War - TheStreet | www.thestreet.com

Agrium lost on its efforts to acquire CF Industries which had rejected the bid as it attempted and finally acquired Terra Industries. Agrium has now made a bid down under for AWB, which had just accepted a merger offer from Australian GrainCorp. The proposal is complicated, but as was seen last year with Viterra's purchase of ABB, acquisitions by Canadian agriculture companies of Australian grain companies are never simple deals.

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