GLG News by Ethanol Plant Developers

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Why is Valero Planning To Buy Plants from VeraSun?

February 10, 2009

Analysis of:Texas firm to buy VeraSun plants | www.argusleader.com

Valero might be joining BP and Royal Dutch Shell into the ethanol biofuel market with a significant purchase of ethanol plants from bankrupt VeraSun Energy. This bargin price purchase might be the creation of a major new player in ethanol and further consolidation of the struggling industry.

Thomas ShewskiOwnerHigh Energy Services

Activated Carbon Potential for Mercury Control if a Maximum Available Control Technology Standard is Implemented

February 9, 2009

Analysis of:Emitting Defeat: EPA to Drop Bush’s Controversial Mercury Emissions Policies and Begin New Rulemaking Process | gristmill.grist.org

    The D.C. Circuit Court of Appeals ruled on February 8, 2009 in favor of the plaintiffs that coal plants could not be removed from the list of mercury sources subject to a Maximum Available Control Technology (MACT) standard.  The Bush Administration filed an appeal of this.  The Obama Administration dropped this appeal.  This sets up the potential for Congress/EPA to establish a Maximum Achievable Control Technology (MACT) standard for mercury removal from coal-fired plants.

Thomas ShewskiOwnerHigh Energy Services

Coal Supply Response to Decreased Demand

February 9, 2009

Analysis of:Steelmakers’ Woes Hit Coal Miner Massey’s Profits | uk.reuters.com

Thermal coal consumption is down as a result of lower electricity usage, less industrial demand, fuel switching to natural gas as a result of low natural gas prices and high emissions costs on coal-fired generation, high inventories at many coal plants, and falling exports.   Metallurgical coal demand is down due to steel demand being off. 

Thomas ShewskiOwnerHigh Energy Services

Class I Railroads' Coal Volumes to Be Down in 2009

February 9, 2009

Analysis of:Transportation and Logistics Rates Will Largely Depend on Capacity, Fuel, and the Overall Economy | www.logisticsmgmt.com

    Coal demand will be down in 2009 due to the economy, high inventories at coal plants, competitive switching to less expensive natural gas for electricity generation, high emissions prices for coal plants, less met coal needed for steel, and less exports.  This will affect the railroads since approximately 70% of the U.S.’s coal moves by rail at some point in the transportation chain.

Thomas ShewskiOwnerHigh Energy Services

CO2 Emissions Cap and Trade Program’s Mechanics and Cost to Electricity

February 9, 2009

Analysis of:How Carbon Caps Will Affect Utilities Sector | seekingalpha.com

    The proposals in Congress and the Obama Administration 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

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Another Attack on High Fructose Corn Syrup (HFCS) - Should You be Concerned?

February 3, 2009

Analysis of:Not So Sweet: Missing Mercury and High Fructose Corn Syrup | www.healthobservatory.org

A report out last week would lead many to say that they have found another reason to not consume HFCS as well as not to trust big industry or the FDA. It is important to check the facts and who is sending you their "facts". If the report is true I sure would not want to check all the labels on the foods and drinks I consume, or maybe just give up eating prepared foods, or anything that the FDA has ever looked at.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

When Is The Best Time For Bunge to Make a Sweet Deal?

February 2, 2009

Analysis of:Bunge in talks to buy stake in GMR Inds: report | www.reuters.com

Does the rumors this week that Bunge Ltd. (BG.NYSE) was in talks to acquire a "substantial stake" in GMR Industries Ltd (GMRT.BO), a major sugar and ethanol producer in India make sense for the companies? Bunge has been expanding in India and in sugar in Brazil, is this their next step, even if GMR later said the reports were purely speculative?

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

U.S. Corn Ethanol Capacity Shrinking And So Is Demand- Impact on Corn

January 29, 2009

Analysis of:US ethanol capacity slips 5 pct since late October | uk.reuters.com

U.S. corn ethanol capacity is shrinking due to poor margins as mandates increase. Ethanol prices are high compared to gasoline resulting in purchase of RINs, less use of corn and higher ethanol imports from Brazil.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

La Niña Is Back- Problems in South America and Possible Impact on Spring Corn and Soybean Planting

January 23, 2009

Analysis of:Prepare for possible worsening drought in Georgia-Carolina | www.nbcaugusta.com

La Niña, which brought us the terribly wet spring last year in the Midwest is back after only a short break last summer. This is known as a double dip. It is the cause of the terrible drought right now in Argentina and parts of Brazil, rains in Malaysia and the extremely cold wet winter in the upper Midwest and renewed drought fears in Texas, Georgia and the Carolinas. This can impact production around the world as well as planting this spring is the US.

Thomas ShewskiOwnerHigh Energy Services

Dynegy Ending Joint Venture with LS Power on Coal Plants – MWs and Tons of Coal at Risk

January 15, 2009

Analysis of:Dynegy Ends Coal-Plant Venture with LS Power | www.planetark.org

    Dynegy recently announced it was ending its joint venture with LS Power on coal-fired power plants.  The commentary below discusses the plants, the MWs, and tons of coal now at risk of not proceeding without Dynegy’s participation.

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