GLG News by Sugar Experts

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.

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.

Kantha ShelkeFounder & ScientistCorvus Blue

Will Purevia and Truvia have first move advantage in the sweetener marketplace?

December 19, 2008

Analysis of:Coke and Pepsi Stoked for Stevia after FDA Green Light | blogs.wsj.com

Purevia and Truvia may very well have first move advantage in the sweetener marketplace!  The FDA issued its no-objection letter to the two petitions and each of these deal specifically with the purified versions of the Rebaudioside A sweetener.  The other viable options are to: - Self-affirmation GRAS - Establish 'no different from Rebiana' OR - File an independent GRAS petition for notification by the FDA.route or establish that piggy back    

Kantha ShelkeFounder & ScientistCorvus Blue

Market realization imminent for stevia and Reb A

December 16, 2008

Analysis of:Coke Set to Unveil Natural New Drink | online.wsj.com

The announcement in the Wall Street Journal today that Coke is expected to launch beverages sweetened with stevia derivative rebaudioside A (Reb A), indicates that Coke and Cargill are confident that their self-affirmation GRAS for Reb A is solid and that the FDA will be soon be blessing their notification with a letter of no-objection.  Self-affirmed GRAS may very well make long and drawn out additive petitions a thing of the past.  PureVia and Truvia are well on their way to becoming established brands of Reb A, many more are soon to follow.  

Brian StevensonPrincipalB. Stevenson Associates

Extremely Volatile Commodity Markets Have Changed the Way even Fine Companies are Managed

September 23, 2008

Analysis of:General Mills quarterly profit declines 3.6% | www.marketwatch.com

The basic Agricultural Commodity Markets will remain Volatile as long as the U.S. uses Corn for Fuel and the world continues to experience an emerging middle class in developing countries. Hedging can be a two edged Sword. Companies should manage to margins not markets. It is the Brands that Matter.

Philip CorzineGeneral ManagerSouth American Soy LLC

Midwest crops look deceptively good

July 24, 2008

Analysis of:Corn and Soybean Production Prospects Improving | www.farmdoc.uiuc.edu

The effects of late planting, cool-wet soils in May, and flooding in June can't be overcome by favorable weather in July and August.  USDA's yield and production estimates may well turn out to be on the optimistic side when we finally get the crop in the bin.

Philip CorzineGeneral ManagerSouth American Soy LLC

Improving weather and falling commodity prices may keep RFS intact

July 24, 2008

Analysis of:EPA delays RFS waiver ruling | www.ethanolproducer.com

The request for a partial waiver in the RFS by Texas Gov. Perry is likely to be denied, largely due to a 25% reduction in corn prices caused by favorable weather in the Midwest.  This corn crop, however, will be extremely difficult to get an accurate estimate on prior to getting it out of the field, so future price movements  will probably bring the issue of the need for changes in ethanol policies, around again.

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