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July 3, 2007Soy loses ground in US to corn, so all eyes now on Brazil
Analysis of: Corn's-a-Poppin' | blogs.wsj.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
>The (toal acreage) pie can't get bigger in the US
> Soybeans are driving the CBOT now
> Brazilian farmers CAN expand planted area
> Area planted to soy in Brazil was DOWN by over 6% in the 06/07 crop
> Look for increases in soybean area in the southern states, in areas where...
June 28, 2007ADM makes a smart move into Brazilian sugar
Analysis of: Archer Daniels Midland to Enter Brazil Sugar-Cane Ethanol Market | energy.seekingalpha.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
This appears to be a good move for ADM, both from a protective, and a proactive, viewpoint.
> This could be viewed as a hedge against changes in the import tariff
> ADM has operational history in Brazilian agriculture
> This move may not be viewed in a positive by US corn growers
>...
June 28, 2007We're #1-ADM plans move into Brazil's sugarcane to ethanol industry
Analysis of: Archer Daniels Midland to Enter Brazil Sugar-Cane Ethanol Market | energy.seekingalpha.com
Author: Gary Drimmer, President, Drimmer & Associates International
ADM has been the major political lobbyist of US subsidies for the US domestic ethanol industry since 1979, as well as the $0.54/gallon duty on imported ethanol. A the largest producer of ethanol in the US, they are now looking to enter Brazil's sugarcane to ethanol industry. Will this mean they...
May 11, 2007Menu Foods, Wilbur Ellis and China show weakness in the food inspection systems
Analysis of: Filler in Animal Feed Is Open Secret in China | www.nytimes.com
Author: Gary Drimmer, President, Drimmer & Associates International
The recent recall of pet foods have shown a weakness in the US food and feed inspection system, as well as the corruption of the ingredient system in China. Protein in animal feeds is measured by an analysis of the nitrogen in the feed. It is not unusual to use urea as a source of nitrogen in ruminant...
May 11, 2007Some mixed Q1 results for ethanol industry
Analysis of: Ethanol Jitters-Pacific Ethanol meets Q1 expectations, calming investors | www.redherring.com
Author: Gary Drimmer, President, Drimmer & Associates International
ADM and VeraSun Energy posted results that were disappointing an led to drops in their stock as well as other publicly traded ethanol stocks. Now Pacific Energy has met Wall Street estimates and you can hear a sigh of relief all the ways around the world starting in the fields of Iowa and not stopping...
May 1, 2007Hedging does not prevent losses
Analysis of: Bunge's losses show heightened risks in U.S. grains | www.reuters.com
Author: Gary Drimmer, President, Drimmer & Associates International
Bunge, one of the largest ag-processing companies in the world just reported disappointing earning due to losses on hedges on their South American soybean position. They are not involved in ethanol production yet, though a big player in biodiesel in Europe. Their dry corn milling which has had many...
April 27, 2007HOT and DRY in Europe
Analysis of: Europe swelters in record spring heatwave | www.forbes.com
Author: Gary Drimmer, President, Drimmer & Associates International
This week's rain in the corn and soybean belt has been driving up grain prices. Or is the prospect of drought this year in Europe? How about the drought in China, the possible continued drought in Australia or South Africa. On average the world would be just about right. For crops, that just doesn't...
April 25, 2007Up up and away with biofuels
Analysis of: Boeing in scheme to develop biofuel | www.checkbiotech.org
Author: Gary Drimmer, President, Drimmer & Associates International
Will we able to fuel airplanes in 10 or 20 years, and if we can, will it cause too much damage to the environment? Already airlines like Virgin Atlantic Airlines have begun to explore ways to conserve fuel and reduce greenhouse gas emissions. Sir Richard Branson has proposed towing their planes to the...
April 23, 2007Motley Fool no Fool on Biofuels debate
Analysis of: Fueling the Debate: Ethanol vs. Biodiesel | www.fool.com
Author: Gary Drimmer, President, Drimmer & Associates International
To ethanol or to biodiesel, that i the question, or at least the question that the Motley Fool addresses in this article. Their conclusion is right on: not a single one of these will solve our transportation fuel dilemma, but it must be a combination of them all.The article is up to date, talking of...
April 23, 2007A farmer's dilema
Analysis of: Ethanol fuels planting debate | www.siouxcityjournal.com
Author: Gary Drimmer, President, Drimmer & Associates International
It looks like farmers have a few dilemmas this year, including how much corn to plant and what to do with all the money they will be making. Margins for farmers have been tight more years then not, especially if one calculates returns based on high land values. Right now farmers around the country are...
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