GLG News by Wheat Pricing Trend Experts

Craig MarstonManaging DirectorCEM Marine

Economou Deserving Of Some Criticism

June 16, 2009

Analysis of:CEO pilloried | www.tradewinds.no

While not the epitomy of evil that Jim Kramer describes, George Economou has lost his way somewhat.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Corn Supply Falling

June 16, 2009

Analysis of:CBOT Soy Outlook: Seen Higher On Supportive Outside Mkts | www.fxstreet.com

Late plantings of corn, suggest reduced acreage for 2009, further reducing potential end stocks. Anticipate supportive prices for corn producers with end users, processors, grain elevators and exporter margins to tighten.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Oilseed Crusher Margins at Risk

June 12, 2009

Analysis of:Canada frosts the most widespread in recent memory | www.reuters.com

Already smaller than last years oilseed crop, the 2009 canola crop in the major producing region hit with frost/freeze likely to place strain on major Canadian oilseed players.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Corn Stocks Constricting and Now El Nino Expanding

June 8, 2009

Analysis of:EL NIÑO/SOUTHERN OSCILLATION (ENSO), DIAGNOSTIC DISCUSSION | www.cpc.noaa.gov

Historically the perception of an El Nino has been associated with Midwest drought. Given the transition towards an El Nino summer event, US grain supply and demand is likely to be scrutinized over the next several months.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

Cooler Summer to Impact Acres, Health and Yields of US Corn and Soybeans

June 5, 2009

Analysis of:PLANALYTICS FORECASTS COOL SUMMER | agrimarketing.com

Lack of sun spot activity, volcano eruption in Alaska and the return of an El Niño all paint a cooler then normal summer for the major crop areas in the US according to this report. What would the impact be on the corn and soybean crops?

Craig MarstonManaging DirectorCEM Marine

Jinhui Shipping's Gloomy Outlook

June 4, 2009

Analysis of:Dry reality check | www.tradewinds.no

Jinhui Shipping (Oslo:JIN.OL) reported disappointing numbers coupled with a gloomy outlook on the near-term market, despite the recent recovery in dry bulk rates.  I agree with their market forecast, but Jinhui's near-term prospects have more to do with capacity.

Craig MarstonManaging DirectorCEM Marine

Demand Improvement Won't Help Dry Bulk

May 26, 2009

Analysis of:Bulker boomerang | www.tradewinds.no

Some iron ore contract renewals in Japan, impressive 1Q Chinese iron ore imports, and expectations of the impacts of stimulus packages have vastly improved market sentiment for a continued improvement in dry bulk shipping rates.  This is "irrational exuberance."

Craig MarstonManaging DirectorCEM Marine

Drewry's Outlook For Dry Bulk Overly Pessimistic

May 21, 2009

Analysis of:Dry looks dreary | www.tradewinds.no

Tradewinds reports on Drewry's latest forecast for dry bulk to remain depressed through 2014.  This is a very unlikely scenario.

Gary DrimmerChief Executive OfficerWorld Ag Associates LLC

The Mississippi River Divide Corn Supplies Next Crop Year Resulting in Higher Prices in the East

May 20, 2009

Analysis of:Corn planting still lags behind average | www.upi.com

Planting of corn east of the Mississippi have been delayed into the second half of May, with a potential reduction in yields and acres. On top of this there has been a reduction of fertilizer applications. The eastern corn belt could suffer more then the western corn belt with supply and basis implications.

Joe VictorBusiness Development SpecialistMinneapolis Grain Exchange Inc.

Corn Supply to Tighten

May 19, 2009

Analysis of:Corn planting still lags behind average | www.upi.com

Just how small could the US supply of corn become and place end users as well as the supply chain in 2009-2010 in a precarious position? There may not be much help from alternative world suppliers.

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