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GLG News by Fertilizers Experts

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Philip CorzineJune 27, 2008
CRP acres coming back, but how many will depend on what changes USDA does, or doesn't make in the program.
Analysis of: Options for the Conservation Reserve Program | www.card.iastate.edu
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
Expiring contracts may add two million acres a year to planted area in the US, but don't look for many contracts to be "broken" unless they were recently signed, as the penalty's are too severe, even with high commodity prices. It seems likely that given the current situation with a poor crop in the...
Gary DrimmerJune 26, 2008
Comments on Bunge and Corn Products International Merger
Analysis of: Bunge Should Jump from Here | seekingalpha.com
Author: Gary Drimmer, President, Drimmer & Associates International
It is a win-win marriage made in Brazil. The timing is perfect to take advantage of record stock prices and commodity prices, though wet corn milling might have some problems next year.
Gary DrimmerJune 23, 2008
Easing Ethanol Mandates and Opening the CRP- Possible Solutions to High Cron and Soybean Prices
Analysis of: U.S. May Free Up More Land for Corn Crops | www.nytimes.com
Author: Gary Drimmer, President, Drimmer & Associates International
There are possibly 4-6 million acres lost this year due to flooding in the Midwest. This has been enough to force corn, soybean and some meat prices to record prices this month. If prices rise further due to a reduction in yields due to a hot dry spell during pollination, will the government be forced...
Gary DrimmerJune 18, 2008
Who IS Going To Pick Up the Tabs From Crop Damage
Analysis of: Crop Insurers Brace for Pain | www.businessweek.com
Author: Gary Drimmer, President, Drimmer & Associates International
Flooding across the Midwest is causing billions of dollars of crop damage as corn and soybean crops are killed or washed away. What had looked as a stellar year for farmers throughout the Midwest will result in some major losers, starting with farmers and livestock producers, and continuing with crop...
Gary DrimmerJune 16, 2008
Argentine Government Continue to Tango with Farmers- Viva the Strike
Analysis of: Argentine Farmers Resume Export Tax Protests | www.allheadlinenews.com
Author: Gary Drimmer, President, Drimmer & Associates International
The Argentine farmer strike continue. It has been 100 days with on and off again strikes, with truckers and housewives joining the protests. Exports as well as domestic agricultural processing has been stopped again, putting additional pressure on soybeans in the US and the Argentine Government.
Gary DrimmerJune 16, 2008
Rain Rain Everywhere, But Where are the Corn and Soybeans?
Analysis of: Flooding a 'brutal business partner' for farmers | www.thonline.com
Author: Gary Drimmer, President, Drimmer & Associates International
The record rains and flooding in Iowa will result in a further drop in corn and soybean production this year, with estimates of up to  3 million acres and 20% of the Iowa crops lost. This has already caused a run up in corn, soybeans and wheat prices and a drop in many companies' stocks, including...
Gary DrimmerJune 9, 2008
When it Rains it Pours- What is Going to Happen to The US Corn and SOybean Crops
Analysis of: Climate plants a wet one. Record moisture reported across state | www.columbiatribune.com
Author: Gary Drimmer, President, Drimmer & Associates International
The midwest has had exceptional amounts of rain since last December leading to major delays in the seeding and emergence of the corn and soybean crops. La Niña has been blamed for the cool wet weather, if it is disappearing what type of summer and crop will we have.
Gary DrimmerMay 30, 2008
Why Are Sugar Prices Low?
Analysis of: Sugar prices sink to 7-month low on supply glut | ap.google.com
Author: Gary Drimmer, President, Drimmer & Associates International
World sugar prices have dropped below the 10 cent/lb. level , even as energy prices and food demand increases. Why is this happening, will it end soon and what are the implications for ethanol, HFCS and alternative crops next year?
Joe VictorMay 15, 2008
Alarming Low Levels of Corn
Analysis of: China confident of grain supply | www.hindu.com
Author: Joe Victor, Vice President/Marketing, Allendale Inc
China confident of its grain supply but not within the US according to Allendale Inc's research. The likelihood of China importing corn from the US is growing weaker.
Gary DrimmerMay 13, 2008
Cellulosic Ethanol To Become New King In U.S.
Analysis of: Food Shortages Turn Corn to Toast as Fuel | enr.ecnext.com
Author: Gary Drimmer, President, Drimmer & Associates International
With corn prices climbing to record new highs everyday, there is additional incentive to accelerate the drive to switch from corn to cellulose as the raw material for ethanol in the U.S. The Department of Energy, Congress and private enterprize have their foot on the accelerator to find a commercially...

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