GLG News by Council Members Knowledgeable on Animal Feed

DuPont's new "in-the-bag" refuge system will probably steal some market share from Monsanto trait seed, until Monsanto introduces the same, but likely gains will be small due to the ability of producers to satisfy the refuge requirements with simple in-the-row methods.

The US ag sector is showing strong signs of being overheated, and is likely to see a correction soon.  The question is, how far and fast will it fall.

The La Nina phenomenon, which could prolong the drought in the SW and SE of the US should be peaking this month, but there is the risk, that it could persist into the spring, or even for years. NASA's satellites, using microwave scanners show that the current La Nina continued to gain strength in November...

GM announces a commitment for cellulosic ethanol shortly after Daimler along with ADM and Bayer CropSciences announced last week an alliance to develop jatropha. This comes at a time when the EU and the US has begun to again question the use food crops for fuel, as well as the environmental net benefit...

Jatropha is gaining momentum with three major players announcing an an alliance which should improve the economics of Jatropha production on a global basis. Jatropha has the potential of being grown on 30 million hectares (over 70 million acres).

Monsanto's 1st quarter results jumped a surprising 188% beating most analyst projections. In their conference call they also reported on the results of their 2007 field work and research work. It continues to surpass what could have been anticipated even three years ago, as technology continues to allow...

Demand from the biofuels industry, not feed-based demand, is driving the rally in the commodities markets.  Soybean prices have been high before, but high prices will eventually "fix" the supply shortage concerns.  The weak US Dollar vs. the Brazilian Real is also one reason behind the high...

The expansion in planted area in Brazil over the past ten years is impressive, but the potential exists to add 300-400 million more "new" acres in that country.  The expansion has been held back by low domestic prices for soy, but that may be coming to an end.  Prices for soy in Tocantins...

A couple of dollars per acre might not seem like a lot of money, but on US operations that can cover several thousand acres, it can add up to several thousand dollars per year, and all for buying a product that they have already found to be a good investment for their operations.  So although it...

Many ethanol and biofuel stocks, along with the overall alternative energy sector took a nice bounce after the Senate passed its energy bill. Farm bill also has finally been passed and both will need working before being sent to the President, who might just not sign them. Corn ethanol stocks have been...