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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.

Panic: Swine Flu Pandemic To Have Major Impact on Many Grain, Pork and Food Companies

April 27, 2009

Swine flu fears prompt quarantine plans, pork bans | news.yahoo.com

History this decade shows that it will hard to convince consumers that a given meat is safe if people are dying. Companies from grain handlers and soybean processors (Bunge, Cargill, ADM and Louis Dreyfus)as well as swine farmers and pork processors (Smithfield and Tyson) to restaurants and even tour companies serving impacted areas will suffer.

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.

Chinese Soybeans and Procesors Now Look Very Foreign

April 22, 2009

No End to China's Soybean Wars: Chinese Processors Want Foreign Investment -- on Their Own Terms | www.soyatech.com

With 80% of the soybean crushing capacity in China in the hands of foreign companies (ADM, Cargill, Bunge, Louis Dreyfus and Wilmar International) these same companies are also the largest exporters of soybeans to China and importers of soybeans to China. The Chinese government is supporting prices to the farmer, by stock piling the domestic crop. This will probably push Chinese farmers to other crops and continue to concentrate this industry in the hands of the large multinationals.

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.

What Will the Fertilizer Industry Look Like When the Muscial Chairs M&A Ends?

March 30, 2009

Agrium ups offer for CF Industries - Update | www.rttnews.com

So far there have been two major offers made in what seems to be a race for a major merger in the fertilizer industry. CF Industries has increased it's offer to acquire Terra Industries and Agrium has increased it's offer to acquire Agrium. Now there is a rumor that cash rich mining giant BHP Billiton might be looking at Potash Corporation of Saskatchewan again as a potential acquisition candidate.

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.

Is Sugar The New High Fructose Corn Syrup?

March 27, 2009

Sugar Is Back on Food Labels, This Time as a Selling Point - NYTimes.com | www.nytimes.com

High Fructose Corn Syrup (HFCS) has been attacked for causing the current obesity in th US, containing mercury, causing diabetes and many other evil. It remains the major sweetener for sweetened sodas. HFCS also remains the largest prime product produced by the wet corn milling industry. If sugar displaces sugar, what happens to the industry?

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.

Big Oil Becomes Big Player in Ethanol: Valero Purchases 7 Plants from VeraSun- What do ADM and Poet do?

March 18, 2009

Valero successful in VeraSun auction | www.energycurrent.com

Valero has successfully outbid ADM for the VSE Group of Valero as well as 2 additional plants- a potential sign of hope for a turn around in this industry and a new base price for assets in this sector. This makes them one of the 3 largest ethanol players in the US, as well as the largest oil refiner.

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.

Water will be the next crisis we face, THE GLOBAL GROUP

March 13, 2009

Water in California: Dust to Dust | www.economist.com

  The water crisis will be a critical element in not only agriculture but in the ever growing aquaculture field. We ask farmers to produce more with less land, now we will be demanding that they produce even more with less water as well. 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.

Why is Valero Planning To Buy Plants from VeraSun?

February 10, 2009

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.

Bill Manci, President

Bill ManciPresidentFisheries Technology Associates, Inc. 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.

Department of Commerce on the cusp of a major decision regarding aquaculture

February 6, 2009

Obama names Judd Gregg commerce secretary | www.google.com

Our trade deficit in fisheries products second only to petroleum.  As a matter of national security, it is time for us to regain control over our food supply and support offshore production of fish.

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.

Another Attack on High Fructose Corn Syrup (HFCS) - Should You be Concerned?

February 3, 2009

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 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.

When Is The Best Time For Bunge to Make a Sweet Deal?

February 2, 2009

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?

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