GLG News by Ethanol Experts (Brazil)

Brazil's landless social action movement remains a risk for both domestic and international agricultural businesses in Brazil.   The MST's unhappiness with their efforts, to date, to work politically through the Lula administration, creates the risk of additional social actions by the organization....

Toying with dealer-customer relationships is always a tricky matter, but as agricultural producers in the US get bigger, makers and sellers of farm machinery have to evolve, in order to be able to serve their customer's changing needs.  Farm numbers falling Numbers of farms in the US continues...

NH3, or Anhydrous Ammonia, is the primary source, for nitrogen, a key input for farmers in the production of corn. Domestic production of NH3 is down by 44% over past 4 years due to lower margins.  Imports are up 115 % over the same period.  Prices paid by farmers have increased by 129% over...

    There is an unlimited supply of nonfood feedstocks capable of serving as the raw material or biomass for cellulosic ethanol production around the world. There appears to be an unlimited demand for clean tech fuel supplies, including ethanol, world wide. Why then is...

The potential to increase revenues by finding, or creating new uses for by-products is real, and potentially significant.  However, past experiences indicate that trying to "push" new products onto the market is much harder than letting demand "pull" them in...and is made even more difficult by...

The USDA updated their crop estimate for this year's harvest to a silo breaking 13.053 billion bushels of corn. That is 233 million tons and enough corn to increase ethanol production, feed additional chickens and hogs, export more and still increase the carryover from last year. While the crop still...

    Recent price lows and wide basis levels for December '07 corn have sent a "We don't need more corn planted in 2008" message to US growers. Sharply higher fertilizer and seed costs strip profits off the bottom line for the '08 budget while less than ideal growing weather...

64.1M acres of soybeans planted in US in 2007, likely creating the second smallest harvest in 8 years. - - - - Average farm prices for soybeans are projected to increase by over $1.00/bu. in the next year. - - - - - Future price movements will be highly volatile, influenced heavily by size of the crop...

With US soybean inventories dropping, will South American farmers have enough economic incentive to increase their planted soybean acreage at the end of the year? The US had a major shift in acreage this year from soybeans to corn. With current use levels and estimated yields from the current crop,...

Getting big. Getting interesting. Will oil companies find a 1 billion gallon ethanol company worth their while? This is the first really significant consolidation move in the ethanol industry with a price tag of $725 million for 330 million gallons a year of capacity, we see a valuation of $2.20/gallon...