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GLG News by Agriculture Consultants

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sugar- Cosan A Big Winner: Who Else Wins and Who Loses?

August 16, 2009

Cosan sees sugar price firm for another crop | www.reuters.com

Cosan the largest sugar producer in Brazil is reporting record profits thanks to the jump in global sugar prices. Prices could remain near or above the current 28 year high into next year, helping sugar producers with good production as well as producers of HFCS, while hurting candy, beverage and food processors.

James Aliucci, President

James AliucciPresidentThe Global Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

USDA Organic Program; Fact or Fiction, NOP Certifications and Growing Concerns

August 14, 2009

Do You Still Trust USDA Organic | www.thedailygreen.com

The Washington Post's story on August 4th, as pointed out in the referenced article, about the National Organic Program (NOP) inconsistencies is troubling to an industry that has fought long and hard to achieve understanding and acceptance buy the consumers. This appears to be threatened by the very agency that was put in place to protect the label and monitor the USA's organically certified products.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Bunge Makes Public Offering - No New Interest In Corn Products

August 12, 2009

Analysts say Bunge public offer could fund Corn Products buyout try, but odds are against it | finance.yahoo.com

Bunge Ltd. has announced a public offering of 10 million shares. Some media have immediately questioned if this could be preparation for a second attempt to acquire Corn Products International, even when the announcement states the funds are to be used to repay debt and for general corporate expenses.  Analysts, including this writer, agree that such a deal is not very likely at this time.

James Aliucci, President

James AliucciPresidentThe Global Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Our Growing Water Crisis, Follow Kraft Foods Lead

August 11, 2009

Kraft Foods Reduces Global Plant Water Use by More than 20% in Less than Three Years | www.flex-news-food.com

Kraft Foods has reduced their water use, internationally, by 21% over the past 3 years, they need to be commended and industry should take their lead and use it as an example to follow. The water crisis real and will be a critical issue that needs to be addressed now. As I wrote in March, "A situation, if left to its own devises, will make the oil issues we face small in comparison."

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Corn, Soybean, Palm Oil & Sugar Could Be Impacted By El Nino And/Or Early Frost

August 9, 2009

El Nino to Lift Palm Oil, Sugar Prices, Deutsche Says | www.bloomberg.com

Weather is always of concern to crops. This year the world is very susceptible to possible impact of an early frost in the corn and soybean growing regions, while palm and sugar crops could be impacted by a moderate to strong El Nino. Companies that would be impacted include ADM, Cargill, Bunge Ltd., Louis Dreyfus, Wilmar, Asian Agri, Sime Darby, Tate & Lyle, Corn Products International, Unilever, Mars, Coca Cola, PepsiCo, Tyson, Biofuels Corporation, Neste Oil, IOI Group and BLD Plantation BHD.

James Aliucci, President

James AliucciPresidentThe Global Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

World Fisheries Headed in the Right Direction Hopefully

August 9, 2009

Study rebuffing '2048' collapse praised | www.seafoodsource.com

The latest analysis rebuffing the study of 2006 of our world fisheries and their ultimate collapse is not what it seems. But, it may cause the direction of the recovery and management of our seas fish population to reverse all the good practices that have been put into place. The study is good news, lets hope its ultimate interpretation is helpful not harmful.

James Aliucci, President

James AliucciPresidentThe Global Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

The Continued Confusion of Organic Food Production

August 5, 2009

Organic Food Not Healthier, Study Finds | www.flex-news-food.com

The interpretation of the British Government's Food Standards Agency report, that was published in the American Journal of Clinical Nutrition, is another misguided attempt to discredit organically raised food products, knowingly or not. As the NOP continues to become a tool of large food producers and their desire to capture the one segment of the food industry that continues to out perform all others.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Nutreco Expands Feed Business With Purchase of Some Cargill Agribrand Operations

August 2, 2009

Nutreco to acquire Cargill's animal nutrition operation in Spain and Portugal | www.domain-b.com

Nutreco continues to expand, even in a very difficult market with the purchase of Cargill's Agribrand operations in Spain and Portugal. This will continue to push Nutreco as one of the largest global animal premix and compound feed producers. These is a slow growth, and low margin business, but Nutreco has been able to find some rewarding pockets.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

ABB Prepares For Marriage With Viterra- Shareholder/Farmers Still Have Final Say

August 1, 2009

New executive committee appointed at Australia's ABB Grain: Viterra | www.leaderpost.com

ABB's managing director Michael Iwaniw has followed through with his retirement and the company has appointed a new executive committee waiting for merger with Viterra. Main obstacle remaining is the shareholder/farmer vote on September 9th. Many say it is a done deal, but it still seems too close to call.

Gary Drimmer, President

Gary DrimmerPresidentDrimmer & Associates International What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

US Ethanol Industry Shows It's Power On Brazilian Exports Even When No Threat

July 29, 2009

RFA advocates keeping secondary tariff on ethanol imports | www.biofuelsbusiness.com

High sugar prices and reduced sugar production in Brazil are drastically reducing Brazil's ethanol exports. Even so, the US Renewable Fuels Association jumps to patch a possible weak point in their armor of import duties, by supporting a delay in confirmation of new Ambassador and Senator Grassley (R-IA)

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