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GLG News by Fertilizers Experts

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Gary DrimmerMay 1, 2007
Hedging 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...
Gary DrimmerApril 27, 2007
HOT 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...
Gary DrimmerApril 25, 2007
Up 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...
Gary DrimmerApril 23, 2007
Motley 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...
Gary DrimmerApril 23, 2007
A 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...
Gary DrimmerApril 22, 2007
Rabobank realistic on timing of cellulosic ethanol
Analysis of: Biofuel market from cellulose not seen before 2015 | www.checkbiotech.org
Author: Gary Drimmer, President, Drimmer & Associates International
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 DrimmerApril 19, 2007
Palm oil demand from China, India and EU pushes prices up
Analysis of: Palm Oil climbs a new high in more than eight years on exports | www.financialexpress.com
Author: Gary Drimmer, President, Drimmer & Associates International
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...
Gary DrimmerApril 19, 2007
2 out of 3 major Southern Hemisphere Grain Producers Suffer Drought
Analysis of: Drought in Southern Africa | earthobservatory.nasa.gov
Author: Gary Drimmer, President, Drimmer & Associates International
NASA's Earth Observatory is showing dramatic pictures of the drought that is effecting South Africa. The corn crop there which was projected to be a normal 10 million metric tons, is now estimated to be no more then 6 million metric tons by the USDA.Australia has also been suffering from a prolonged...
Gary DrimmerApril 18, 2007
Bean (soybeans) in the teens
Analysis of: How high can soybean market soar? | deltafarmpress.com
Author: Gary Drimmer, President, Drimmer & Associates International
It may seem strange to talk of higher soybean prices just as they slump to around 10% below their contract high. It probably is even more far fetched to talk about soybeans in the teens (above thirTEEN dollars a bushel), but there are clouds gathering on the horizon that might push this market higher.As...
Gary DrimmerApril 18, 2007
Nothing goes to waste but the Squeal at Tyson
Analysis of: Squeezing diesel out of animal fat | www.usatoday.com
Author: Gary Drimmer, President, Drimmer & Associates International
It used to be said that in the stockyards of Chicago nothing went to waste in the processing of hogs except for the squeal, so it is no surprise that with higher energy prices Tyson would look to maximize the value of their fat and tallow scarps. ConocoPhillips, as other major oil processors need to...

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