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May 12, 2008Two To Tango- Argentine Farmers Strike as Government Not Playing Their Tune
Analysis of: Argentine Farm Strike Threatens Economy, Grain Sales | www.bloomberg.com
Author: Gary Drimmer, President, Drimmer & Associates International
Argentine farmers are blocking highways and roads in their second strike of the year protesting increases on taxes. Major grain companies ADM, Bunge, Cargill, Corn Products and Dreyfus have major operations that are being impacted. Last month the strike caused major food shortages in Buenos Aires as...
May 5, 2008Corn Yield May Fall
Analysis of: Rain pushes back planting in state | www.timesrepublican.com
Author: Joe Victor, Vice President/Marketing, Allendale Inc
USDA may have no choice but to trim its 2008 corn yield because of delayed spring plantings. Less yield per acre and fewer acres could have key implications to supply/demand and ultimately price.
May 5, 2008A Real Soultion to Global Food Shortages and World Hunger
Analysis of: Bush Pushes Shift In U.S. Food Aid - President Proposes $770 Million Boost; New Tack in Africa | s.wsj.net
Author: Gary Drimmer, President, Drimmer & Associates International
The rapid increase in rice, wheat and vegetable oil prices has resulted in protests around the world as the poor are unable to feed themselves. The U.S. government is finally realizing that current model of sending U.S. farm products on U.S. flag ship vessels is a waste of money and neither helps the...
April 24, 2008Corn Price Direction
Analysis of: Corn, rice surge as global food tensions mount | www.guardian.co.uk
Author: Joe Victor, Vice President/Marketing, Allendale Inc
Could delayed corn plantings have a dramatic impact on short term corn futures price direction. History has shown divergence in December corn futures price direction.
April 23, 2008
Why is progress in commercialising CTL/GTL so slow?
Analysis of: Special Report: GTL, CTL finding roles in global energy supply | www.ogj.com
Author: Duncan Seddon, Principal, Duncan Seddon and Associates
Why is progress in commercialising CTL/GTL so slow?
Analysis of: Special Report: GTL, CTL finding roles in global energy supply | www.ogj.com
Author: Duncan Seddon, Principal, Duncan Seddon and Associates
GTL, CTL FINDING ROLES IN GLOBAL ENERGY SUPPY Iraj I. Rahmin, Oil & Gas Journal, March 24 2008, p. 22 The article gives a good overview of the status of Gas to Liquids (GTL) and Coal to Liquids (CTL). The field is very fluid with new proposals for projects coming to light all of the time. In this...
April 17, 2008Corn Planting Delays
Analysis of: Corn Planters Remain Parked | www.ilfb.org
Author: Joe Victor, Vice President/Marketing, Allendale Inc
Corn plantings for 2008 are in unique company but research suggest it may be premature to panic. Recent historical data suggest planting delays may not impact the final yield.
April 9, 2008
Hydrocarbon Fuels Catalyst-Derived from Sugars: Advantages and Issues
Analysis of: Biogasoline idea refined by Dutch Shell, U.S. firm | www.chron.com
Author: GLG Expert Contributor
Analysis of: Biogasoline idea refined by Dutch Shell, U.S. firm | www.chron.com
Author: GLG Expert Contributor
Utilizing sugars derived from switch grass, corn stover, and other relatively cheap feedstocks, Royal Dutch Shell and Virent Energy Systems are developing a catalyst-based (non-enzymatic) “Bioforming” process to produce gasoline blending stocks (hydrocarbons). Hydrocarbons made from sugar have...
April 2, 2008Corn Stocks May Thin
Analysis of: Corn Acres Adjustments | online.wsj.com
Author: Joe Victor, Vice President/Marketing, Allendale Inc
Even with odds suggesting corn acres may expand from the month of March to month of June, corn stocks could drop 67% from 2007/08 to 2008/09 marketing years.
March 25, 2008La Nina's Corn Yield Impact
Analysis of: Drought and flooding seen for the U.S.-NOAA | uk.reuters.com
Author: Joe Victor, Vice President/Marketing, Allendale Inc
Recent La Nina weather history has surprising results on the USA corn yield.
March 18, 2008Urgent: Wheat Rust Could Threaten World Supply and Stability
Analysis of: Kenya: Spread of Wheat Disease Sparks Shortage Fears | allafrica.com
Author: Gary Drimmer, President, Drimmer & Associates International
Ug99 a wheat rust first found in Uganda in 1999 has been on the move. It first began spreading to neighboring countries in 2001, It is now as far away as the Middle East, with the likelihood that it will move east into some major wheat growing regions of Asia. With global wheat supplies already at 40+...
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