GLG News by Sugar Experts

Brian StevensonPrincipalB. Stevenson Associates

Brazilian Sugar Ethanol May be a Big Player in U.S. Ethanol Supply Soon

April 10, 2008

Analysis of:Biofuel startup slow going as slow as molasses | www.chron.com

1.  Corn is used in 97 pct of Ethanol Production in the U.S.2   Corn Prices are at record high levels at around $6.00 per bushel3.  Expected Planted acres are below what may be needed to provide corn for all uses during the next year.4.  Sugar Ethanol is much cheaper to produce than is Corn Ethanol5.  Brazil has surplus Sugar and surplus Ethanol capacity6.  Ethanol Import tariffs may be in question with a new administration7.  Imported Ethanol may help solve some of the Food verses Fuel debate.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Urgent: Wheat Rust Could Threaten World Supply and Stability

March 18, 2008

Analysis of:Kenya: Spread of Wheat Disease Sparks Shortage Fears | allafrica.com

Ug99 a wheat rust first found in Uganda in 1999 has been on the move. It first began spreading to neighboring countries in 2001, It is now as far away as the Middle East, with the likelihood that it will move east into some major wheat growing regions of Asia. With global wheat supplies already at 40+ year lows, are we about to see riots when there is no bread in some of the poorest countries of the world?

Philip CorzineGeneral ManagerSouth American Soy LLC

USDA is being optimistic at best for 2008 planting expectations

March 3, 2008

Analysis of:ACREAGE AND YIELD TO THE RESCUE? | www.farmdoc.uiuc.edu

The USDA's most recent projections on planted area for corn, soy and wheat in the US for 2008 appear to be optimistic at best.

Philip CorzineGeneral ManagerSouth American Soy LLC

Growth of non-traditional participants in ag commodities poses risks

March 3, 2008

Analysis of:Commodity Prices Surge, As Investors Seek a Haven | online.wsj.com

The ag commodity markets are trading on emotion, and to some extent, fear, without and regard for supply and demand, and the continued economic viability of that demand.  The old market saying is that high prices are the best cure for high prices, but the "cure" may be a bitter pill to swallow.

Philip CorzineGeneral ManagerSouth American Soy LLC

Seed refuge is easy to solve with convential methods,

March 3, 2008

Analysis of:DuPont Introduces New Insect Protection System to U.S. Farmers | www.soyatech.com

DuPont's new "in-the-bag" refuge system will probably steal some market share from Monsanto trait seed, until Monsanto introduces the same, but likely gains will be small due to the ability of producers to satisfy the refuge requirements with simple in-the-row methods.

Philip CorzineGeneral ManagerSouth American Soy LLC

What goes up, must come down

March 3, 2008

Analysis of:Deere rep says ag industry mostly insulated from economic downturn | www.brownfieldnetwork.com

The US ag sector is showing strong signs of being overheated, and is likely to see a correction soon.  The question is, how far and fast will it fall.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

La Nina Still a Threat to Crops in Argentina, Brazil and the US

January 17, 2008

Analysis of:La Nina Still Going in January 2008 | earthobservatory.nasa.gov

The La Nina phenomenon, which could prolong the drought in the SW and SE of the US should be peaking this month, but there is the risk, that it could persist into the spring, or even for years. NASA's satellites, using microwave scanners show that the current La Nina continued to gain strength in November and December, which probably is the cause for the dry conditions in northern Argentina and the dry conditions at the beginning of Brazil's soybean seeding last year.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

GM Throws Support For Cellulosic Ethanol With Start-Up Coskata Inc.

January 16, 2008

Analysis of:GM eyes breakthrough in cellulosic ethanol | www.reuters.com

GM announces a commitment for cellulosic ethanol shortly after Daimler along with ADM and Bayer CropSciences announced last week an alliance to develop jatropha. This comes at a time when the EU and the US has begun to again question the use food crops for fuel, as well as the environmental net benefit of corn, or the use of palm or soybeans produced where there used to be rain forests. Will all this support result in an economical breakthrough in the commercial production of cellulosic ethanol and if so, when?

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Large Companies Pick Up Jatropha Banner:

January 10, 2008

Analysis of: ADM, Bayer CropScience and Daimler team up to turn Jatropha into major biofuel crop | biopact.com

Jatropha is gaining momentum with three major players announcing an an alliance which should improve the economics of Jatropha production on a global basis. Jatropha has the potential of being grown on 30 million hectares (over 70 million acres).

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Monsanto is Bringing Biotechnology Magic to a Corn and Soybean Farmer Near You

January 7, 2008

Analysis of:Monsanto Sees Most Robust R&D Pipeline in Company History | www.foxbusiness.com

Monsanto's 1st quarter results jumped a surprising 188% beating most analyst projections. In their conference call they also reported on the results of their 2007 field work and research work. It continues to surpass what could have been anticipated even three years ago, as technology continues to allow Monsanto to use technology that is speeding up and improving improvements that is putting them in the drivers seat among seed and plant biotechnology companies. While the competition might not be happy, they are having trouble staying in the race. The only bumps in the road, are government regulators in the US and around the world. It could still prove to be a big bump to Monsanto obtaining their 2012 and 2020 targets. In the mean time they are speeding ahead.

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