GLG News by Ethanol Plant Developers

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Chinese Soybeans and Procesors Now Look Very Foreign

April 22, 2009

Analysis of:No End to China's Soybean Wars: Chinese Processors Want Foreign Investment -- on Their Own Terms | www.soyatech.com

With 80% of the soybean crushing capacity in China in the hands of foreign companies (ADM, Cargill, Bunge, Louis Dreyfus and Wilmar International) these same companies are also the largest exporters of soybeans to China and importers of soybeans to China. The Chinese government is supporting prices to the farmer, by stock piling the domestic crop. This will probably push Chinese farmers to other crops and continue to concentrate this industry in the hands of the large multinationals.

Thomas ShewskiOwnerHigh Energy Services

Key Features of Draft Climate Bill

March 31, 2009

Analysis of:Democrats Unveil Climate Bill | www.nytimes.com

    House Democrats issued a draft climate bill titled “The American Clean Energy and Security Act of 2009” on March 31, 2009 which proposes to reduce CO2 emissions and require the development of renewable energy on a nationwide scale.  The section that follows highlights important provisions contained in this 648 page draft bill.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

What Will the Fertilizer Industry Look Like When the Muscial Chairs M&A Ends?

March 30, 2009

Analysis of:Agrium ups offer for CF Industries - Update | www.rttnews.com

So far there have been two major offers made in what seems to be a race for a major merger in the fertilizer industry. CF Industries has increased it's offer to acquire Terra Industries and Agrium has increased it's offer to acquire Agrium. Now there is a rumor that cash rich mining giant BHP Billiton might be looking at Potash Corporation of Saskatchewan again as a potential acquisition candidate.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Is Sugar The New High Fructose Corn Syrup?

March 27, 2009

Analysis of:Sugar Is Back on Food Labels, This Time as a Selling Point - NYTimes.com | www.nytimes.com

High Fructose Corn Syrup (HFCS) has been attacked for causing the current obesity in th US, containing mercury, causing diabetes and many other evil. It remains the major sweetener for sweetened sodas. HFCS also remains the largest prime product produced by the wet corn milling industry. If sugar displaces sugar, what happens to the industry?

Thomas ShewskiOwnerHigh Energy Services

Potential Setback for Central Appalachia Mine Permits

March 24, 2009

Analysis of:EPA Halts Hundreds of Mountaintop Mining Permits | www.miamiherald.com

    EPA sent two letters to the U.S. Army Corps of Engineers expressing serious concerns about the need to reduce the potential harmful impacts on water quality caused by certain types of coal mining practices, such as mountaintop mining. The letters specifically addressed two new surface coal mining operations in West Virginia and Kentucky. EPA also intends to review other requests for mining permits.     This EPA action follows shortly after the Court’s favorable ruling on the mining practice in February 2009.  This EPA action may negatively affect the producers.

Thomas ShewskiOwnerHigh Energy Services

SO2 Allowances Comments

March 24, 2009

Analysis of:2009 EPA Allowance Auction Results | www.epa.gov

    SO2 allowances are traded daily in the broker and private party markets.  The value of these credits are down substantially, affecting both the cost to generate electricity on coal and the realized sales price received by coal suppliers.

Thomas ShewskiOwnerHigh Energy Services

Potential Consequences of EPA’s Proposal Regarding Global Warming on Infrastructure Projects

March 23, 2009

Analysis of:EPA: Global Warming Endangers Health. Finding Could Have Far-Reaching Implications for Economy and Environment | www.washingtonpost.com

    Back in Spring 2007, the U.S. Supreme Court ruled in a 5-4 decision that the Environmental Protection Agency (EPA) may regulate carbon dioxide (CO2) emissions.  It appears the EPA in the new Presidential Administration may be moving forward in declaring global warming endangering health, requiring regulation on CO2 emissions.   The analysis section below discusses how this could have an effect on infrastructure projects.

Thomas ShewskiOwnerHigh Energy Services

Carbon Cap and Trade Program – Structure and Cost on Fossil Fuel-Fired Electricity

March 23, 2009

Analysis of:Obama Proposal Angers Coal Industry, Including Southern Indiana’s Duke Energy | www.newsandtribune.com

    The proposals by the Administration in Congress for a reduction in carbon dioxide (CO2) emissions include what is called a “Cap and Trade” program.  Under a Cap and Trade program, the amount of annual CO2 emissions would be capped and an entity would have to have a CO2 allowance for each ton (or metric ton depending on the final wording of the law) emitted during the year. 

Thomas ShewskiOwnerHigh Energy Services

U.S Coal Demand

March 23, 2009

Analysis of:U.S. Power Plants to Burn Less Coal in 2009: EIA | uk.reuters.com

U.S. domestic  demand coal demand is down due to lower electricity usage, less industrial demand, fuel switching to natural gas as a result of low natural gas prices and high NOx emissions costs on coal-fired generation, and high inventories at many coal plants.   U.S metallurgical coal demand is down due to steel demand being off.  Exports of metallurgical and steam coal will also be down from 2008’s robust export volumes.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Big Oil Becomes Big Player in Ethanol: Valero Purchases 7 Plants from VeraSun- What do ADM and Poet do?

March 18, 2009

Analysis of:Valero successful in VeraSun auction | www.energycurrent.com

Valero has successfully outbid ADM for the VSE Group of Valero as well as 2 additional plants- a potential sign of hope for a turn around in this industry and a new base price for assets in this sector. This makes them one of the 3 largest ethanol players in the US, as well as the largest oil refiner.

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