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Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

Is the top already off new ethanol expansion--corn prices the key

January 3, 2007

Ethanol Update - Will Current Corn Prices Halt the Boom (page 6) | www.econ.iastate.edu

One question of this new future for the US ag sector has been answered--corn prices have already gone up...up almost 75% in just a few months.  Now the question is does the ethanol industry still have the momentum to go where it seemed to be headed last fall in terms of potential …or is the top already off of the expansion for ethanol?

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

US Ethanol Faces Challanges, But Brazilian Model May Offer Solutions

December 19, 2006

No easy answers to ethanol dilemma | www.journalstar.com

Mr. Guebert does a good job of continuing to point out what many US ethanol proponents continue to be turning a deaf ear to…there may just not enough corn to keep all of these "new" plants going next year. On the other hand, I think the article misses the point in his comparison to Brazil.

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

Alt Energy No Myth, IF R&D continues to grow

December 19, 2006

The Myth Of Alternative Energy | www.countercurrents.org

While it seems that this author has offered a fairly shallow view of the alternative situation and offered it up with a far more serious tone than it deserves….there is often at least a little sound logic in even the most poorly formulated arguments, and I believe that this hold true for this piece.

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

Will Brazil kill the golden bio-goose?

October 11, 2006

Brazil banks on biodiesel as the next big thing in green energy | www.detnews.com

Brazil's success in developing it's sugarcane based ethanol industry is being held-up around the world as a great example of the right-way for a government to kick-start an industry. Ironically, Brazil's socialist administration has different goals in mind for biodiesel, as they try to use it aid in the easing of Brazil's unequal distribution of income and wealth.

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

Little gain from removing ethanol subsidies

October 9, 2006

Removal of U.S. Ethanol Domestic and Trade Distortions: | www.card.iastate.edu

Overview: This study by IA State Univ. modeling the outcome of two scenarios--one removing the import tariffs and the other removing both the import tariff and blender subsidy, found only a small US consumer benefit for both outcomes, but large benefits to accrue to Brazil.

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

Big Oil - should they open the door to biofuels?

October 6, 2006

Chevron Increases its Activity in Biofuels Sector | www.solaraccess.com

Chevron appears to be hedging their bets with biofuels...while Exxon and others play a different strategy.

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

Bio bubble?

October 6, 2006

Ethanol stocks growing like weeds, but investors should beware | www.soyatech.com

The interest in investing in biofuel companies is white hot....are we on a bubble or in the midst of a boom? 

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

Biodiesel vs Ethanol, Apples and oranges

October 6, 2006

Thirst for 'green' fuels propels U.S. soyoil | today.reuters.com

Biodiesel and ethanol are much more compatable than competitive.

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

Ratio Predicts Shifts in Acreage

September 26, 2006

Future Increase in Corn Acres Will Vary Across the Corn-Belt | www.farmdoc.uiuc.edu

The ratio of soy to corn prices creates an excellent decision making matrix.

  • The historical average ratio of soy-to-corn price is 2.31
  • USDA loan rates have created a theoretical ratio of approx. 2.5
  • The current ratio is 2.14
  • The model described in this article indicates the break-even ratio is approximately 2.4

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy 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.

How long will subsidies for ethanol last?

September 20, 2006

A Slow Burn for Ethanol: Falling Gas Prices Have Stolen a Little Heat from the Corn-Based Additive | www.soyatech.com

This article does a good job of laying out the realities facing ethanol, one of which is the future of the federal subsidy for ethanol producers.

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