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GLG News by Council Members Knowledgeable on Animal Feed

Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
Analysis of: Archer Daniels Midland to Enter Brazil Sugar-Cane Ethanol Market (energy.seekingalpha.com)
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...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
Analysis of: Filler in Animal Feed Is Open Secret in China (www.nytimes.com)
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...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
Analysis of: Ethanol Jitters-Pacific Ethanol meets Q1 expectations, calming investors (www.redherring.com)
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...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
Analysis of: Bunge's losses show heightened risks in U.S. grains (www.reuters.com)
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...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
April 27, 2007
HOT and DRY in Europe
Analysis of: Europe swelters in record spring heatwave (www.forbes.com)
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...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
Analysis of: Boeing in scheme to develop biofuel (www.checkbiotech.org)
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...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
Analysis of: Fueling the Debate: Ethanol vs. Biodiesel (www.fool.com)
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...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
April 23, 2007
A farmer's dilema
Analysis of: Ethanol fuels planting debate (www.siouxcityjournal.com)
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...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
Analysis of: Biofuel market from cellulose not seen before 2015 (www.checkbiotech.org)
When Rabobank, the leading agriculturally oriented bank in the world says that there won't be cellulosic ethanol until 2015, you have to listen.Rabobank not only is a major lender to the agriculture sector, it is one of the leading economic researcher following the industry on a worldwide basis. They...
Gary Drimmer, President
Gary Drimmer, President
Drimmer & Associates International
Analysis of: Palm Oil climbs a new high in more than eight years on exports (www.financialexpress.com)
Indonesia and Malaysia, the two major palm oil producers and exporters are enjoying higher production and prices thanks to both food and biodiesel demand.China's imports of palm oil has jumped in the last year and China plans major investments in new palm oil plantations.India just reduced vegetable...

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