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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.

U.S. Corn Ethanol Capacity Shrinking And So Is Demand- Impact on Corn

January 29, 2009

US ethanol capacity slips 5 pct since late October | uk.reuters.com

U.S. corn ethanol capacity is shrinking due to poor margins as mandates increase. Ethanol prices are high compared to gasoline resulting in purchase of RINs, less use of corn and higher ethanol imports from Brazil.

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.

La Niña Is Back- Problems in South America and Possible Impact on Spring Corn and Soybean Planting

January 23, 2009

Prepare for possible worsening drought in Georgia-Carolina | www.nbcaugusta.com

La Niña, which brought us the terribly wet spring last year in the Midwest is back after only a short break last summer. This is known as a double dip. It is the cause of the terrible drought right now in Argentina and parts of Brazil, rains in Malaysia and the extremely cold wet winter in the upper Midwest and renewed drought fears in Texas, Georgia and the Carolinas. This can impact production around the world as well as planting this spring is the US.

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.

Government warnings about consumption of wild fish present an opportunity for fish farmers and aquaculture

January 21, 2009

High Mercury Levels Are Found in Tuna Sushi | www.nytimes.com

The health of the U.S. population is in jeopardy from obesity and its related diseases.  Eating more fish can be an answer to this epidemic.  Eating aquacultured fish can help you avoid contaminants in wild fish and be gentle to the environment at the same time.

John KrierPresidentJLK GLOBAL 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 Fatal Flaw in This Analysis

December 29, 2008

U.S. expects big drop in oil imports | money.cnn.com

The lack of key assumptions by the EIA.

John KrierPresidentJLK GLOBAL 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.

Russia Going Forward

November 5, 2008

Global crisis only adds to long financial anxiety in Russia | www.iht.com

1) The fear engendered by the crisis is spreading to the average Russian. Somehow the conventional wisdom among international finance people has concluded that only the Oligarchs will be affected. But Russians are Russians. They are suspicious of governmemnt institutions and even Putin's popularity wion't preclude a panic.   2) The vaunted "reserves" which actually peaked at $575 Bil US are dwindling fast and with other Eastern countries already teetering the worst is yet to come. The chickens born of arrogant business practices (i.e. the B.P. fiasco) and the Georgian invasion  are coming home to roost. Trust in the Russians is a low ebb at just the wrong time.

John KrierPresidentJLK GLOBAL 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 Downside of Temple Industries

October 31, 2008

Temple-Inland Reports Third Quarter Result | www.paperage.com

Temple has been eviscerated by Icahn to the extent that their long term viability is questionable anyway.  Yes they are well managed but they have lost their key component for healthy returns in the future and that would be control over their own raw materials (forestlands) So-called "long term agreements" with landowners are only good as long as the landowner wants them to be.    

John KrierPresidentJLK GLOBAL 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.

A Close Observer's Perspective

October 27, 2008

Europe Says Gas Cartel Would Force Revision of Energy Policy | online.wsj.com

There is no way the EU can summon the political will to create energy policies that would effectively punish the proposed cartel. After the invasion og Georgia and the weak response to Russian export taxes on round-log timber it has become even more apparent to the Russians that "divide and conquer" can be easily accomplished with respect to the EU members.  Starting with the Nord Strom pipeline that was pushed by the corrupt Gerhard Schroeder administration (he now makes 1 mil Euros/yr as Gazprom's German M.D.) and still supported by the Merkel government, the Russians have already split the EU to the extent that a coordinated policy becomes impossible. However, the Europeans like to be considered on the cutting edge of the Green Movement. This means when the current lquidity crisis and ensuing recession have passed they will resume building alternative energy facilities, but not as part of a coordinated policy. In sum the Russians, et al. have nothing to fear. John Krier   

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy LLC 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.

Midwest crops look deceptively good

July 24, 2008

Corn and Soybean Production Prospects Improving | www.farmdoc.uiuc.edu

The effects of late planting, cool-wet soils in May, and flooding in June can't be overcome by favorable weather in July and August.  USDA's yield and production estimates may well turn out to be on the optimistic side when we finally get the crop in the bin.

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy LLC 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.

Improving weather and falling commodity prices may keep RFS intact

July 24, 2008

EPA delays RFS waiver ruling | www.ethanolproducer.com

The request for a partial waiver in the RFS by Texas Gov. Perry is likely to be denied, largely due to a 25% reduction in corn prices caused by favorable weather in the Midwest.  This corn crop, however, will be extremely difficult to get an accurate estimate on prior to getting it out of the field, so future price movements  will probably bring the issue of the need for changes in ethanol policies, around again.

Philip Corzine, General Manager

Philip CorzineGeneral ManagerSouth American Soy LLC 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.

Ethanol import tariff is now on the table, but move by Brazilian sugar industry could backfire

July 9, 2008

Brazil launches campaign to remove ethanol tariff | www.ethanolproducer.com

Changes in the ethanol production subsidy and import tariff would be an excellent way to moderate the increases in the short-term price of corn, easing the pain for the US livestock industry.  But any change in these policies will have long term impacts on the biofuels sector.   These changes were already being discussed, so the move by the Brazilian cane industry may place them into the sights of the US biofuels and ag industry that has already proved itself ready and willing to defend itself against all challenges, both domestic and now, foreign.                    

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