GLG News by Sugar Experts

Kantha ShelkeFounder & ScientistCorvus Blue 
          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.

There’s Gold in Them Thar Sweet (Stevia) Leaves

June 4, 2008

Gilbert firm set to announce stevia distribution deal | www.eastvalleytribune.com

Wisdom Natural Brands (Gilbert, AZ) began shipping SweetLeaf tabletop sweetener to stores around the nation on June 2.  By being the first in the race for a good-tasting, natural and nationally available stevia-based tabletop, Wisdom Natural Brands (Gilbert, AZ) stands to establish itself as the defacto standard taste for stevia in the minds of consumers.  The first taste – especially when pleasant and good-for-you – is a powerful habit former and has the potential to affect the other sweeteners to follow. 

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates 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.

Why Are Sugar Prices Low?

May 30, 2008

Sugar prices sink to 7-month low on supply glut | ap.google.com

World sugar prices have dropped below the 10 cent/lb. level , even as energy prices and food demand increases. Why is this happening, will it end soon and what are the implications for ethanol, HFCS and alternative crops next year?

Kantha ShelkeFounder & ScientistCorvus Blue 
          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 do you say - "The Best Sweet Tasting Stevia Derviative?"

May 19, 2008

Stevia a sweet bet for Cargill | www.twincities.com

Eleven peer-reviewed albeit company-sponsored scientific studies, accepted for publication this week in Food and Chemical Toxicology, signify a significant lead for Coca Cola and Cargill in the natural sweetener race.  The media will have much to say about the new sweetener and so will giant brands like Splenda, Equal and Nutrasweet.  Industry and consumer watchdogs have much to keep them busy too.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates 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.

Cellulosic Ethanol To Become New King In U.S.

May 13, 2008

Food Shortages Turn Corn to Toast as Fuel | enr.ecnext.com

With corn prices climbing to record new highs everyday, there is additional incentive to accelerate the drive to switch from corn to cellulose as the raw material for ethanol in the U.S. The Department of Energy, Congress and private enterprize have their foot on the accelerator to find a commercially viable cellulosic ethanol production technology.

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates 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.

Two To Tango- Argentine Farmers Strike as Government Not Playing Their Tune

May 12, 2008

Argentine Farm Strike Threatens Economy, Grain Sales | www.bloomberg.com

Argentine farmers are blocking highways and roads in their second strike of the year protesting increases on taxes. Major grain companies ADM, Bunge, Cargill, Corn Products and Dreyfus have major operations that are being impacted. Last month the strike caused major food shortages in Buenos Aires as well as a disruption in Argntine exports.

Kantha ShelkeFounder & ScientistCorvus Blue 
          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.

Candy Land Tremors While Giants Dance

May 9, 2008

Mars to Buy Wrigley’s for $23 Billion | www.nytimes.com

The recent Mars Wrigley courtship is sending veritable tremors ripple across candy land.  Cadbury’s and Hershey’s have to quickly figure out their response to the changing topography.  The more agile mid-market sector will find opportunities to advance their businesses while the smaller and keener innovators will likely take advantage of the market confusion to position themselves for the reactive round of acquisitions. 

Gary Drimmer, Chief Executive Officer

Gary DrimmerChief Executive OfficerWorld Ag Associates 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.

A Real Soultion to Global Food Shortages and World Hunger

May 5, 2008

Bush Pushes Shift In U.S. Food Aid - President Proposes $770 Million Boost; New Tack in Africa | s.wsj.net

The rapid increase in rice, wheat and vegetable oil prices has resulted in protests around the world as the poor are unable to feed themselves. The U.S. government is finally realizing that current model of sending U.S. farm products on U.S. flag ship vessels is a waste of money and neither helps the U.S. farmer or the poor around the world. A new model needs to be developed and this article and President Bush's announcement are just the first steps in what is needed. Financing to increase the use of farm inputs in the only way to increase production and solve the food issue as well as reduce global poverty.  

Kantha ShelkeFounder & ScientistCorvus Blue 
          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.

Are Organic Foods Recession Proof?

May 1, 2008

US Growers Should Prevent Food Recession | www.thepacker.com

Consumers, companies and investors in the organic sector are concerned about the impact of price increases and the economy.  While companies acknowledge the price increase is eroding their profit margins, they also realize that their consumer base is relatively affluent and strong principle-based loyalty.  Some sectors such as infant formula, baby food, personal care, protein foods (meat, poultry, eggs and milk), cereals, coffee, chocolate, and pet foods (to name a few) are somewhat buffered because their value propositions and associated consumer perceptions and tolerance for price increases. 

Kantha ShelkeFounder & ScientistCorvus Blue 
          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 Candy Recession Proof?

May 1, 2008

Sweet Deal: Mars and Wrigley Merge | www.brandweek.com

Is Candy Recession Proof?   Wm. Wrigley Jr. Co. Executive Chairman Bill Wrigley Jr., and Mars Inc. CEO Paul Michaels, bolstered by Warren Buffet, the Oracle of Omaha, certainly think so.  The two confectionary powerhouses are betting consumers will buy candy and lots of it during down times.    Mars Inc. is buying Wm. Wrigley Jr. Co. for about $23 billion in cash.  The deal would marry brands with iconic position in the lives of Americans and candy lovers around the world.  Mars, which owns m&ms and Snickers and Wrigley with Big Red, Juicy Fruit, Eclipse, Orbit, and Extra fit right in Warren Buffett's sweet spot.  The Chicago based family owned gum maker would become a subsidiary of the McLean, Va.-based and family owned Mars.  

Brian Stevenson, Principal

Brian StevensonPrincipalB. Stevenson Associates 
          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.

U.S. Corn Acres needed, but Yield is most important!!

April 10, 2008

Corn Acres Adjustments | online.wsj.com

1.  Prospective corn planted acres by USDA are at 86 million2.  If realized, expected harvested acres are 79 million3.  Usage of Corn continues to rise with Ethanol production plus emerging middle class diet improvement in South/East Asia4. In the end, Yields will be the most important factor for this year's crop5.  Expect extremely volatile commodity markets this year.6.  The markets may be forced to find a price at which corn usage is actually rationed.

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