GLG News by Fertilizers Experts

The expansion in planted area in Brazil over the past ten years is impressive, but the potential exists to add 300-400 million more "new" acres in that country.  The expansion has been held back by low domestic prices for soy, but that may be coming to an end.  Prices for soy in Tocantins...

A couple of dollars per acre might not seem like a lot of money, but on US operations that can cover several thousand acres, it can add up to several thousand dollars per year, and all for buying a product that they have already found to be a good investment for their operations.  So although it...

Many ethanol and biofuel stocks, along with the overall alternative energy sector took a nice bounce after the Senate passed its energy bill. Farm bill also has finally been passed and both will need working before being sent to the President, who might just not sign them. Corn ethanol stocks have been...

There has been a paradyne shift in commodity prices. It is hard to think of a return to $20 a barrel oil. In the same way grain and oilseed prices are now at a new level as demand has grown and will outstrip supplies for the next few years. Higher prices and possibly new record prices are likely in...

There has been a paradyn shift in commodity prices. It is hard to think of a return to $20 a barrel oil. In the same way grain and oilseed prices are now at a new level as demand has grown and will outstrip supplies for the next few years. Higher prices and possibly new record prices are likely in 2008....

Lack of infrastructure is creating price-gluts, and low or negative margins for ethanol producers.  This situation could continue for another two years, as improvements in infrastructure struggle to keep up with expansions in production of ethanol.  Corn acreage is already at its highest level...

Argentina is becoming dry, and Brazil could follow. This is pushing soybean up towards record high prices, with corn returning to five month highs. Spring wheat, which is yet to be planted in North America is reaching for the sky as Argentina imposes export controls and Canada confirms a smaller harvest....

What might be the largest single project for jatropha production has just been announced by Bionor in the Philippines. With soy oil prices reaching record high prices and the cry against food to fuel and for sustainable farming, is this the agriculture project of the future? How soon will we see that...

US farm programs have lost their focus, and are providing subsidies to farmers during a year of record incomes.  In addition, a continued focus by the US government on expanding biofuels will do more to stimulate agricultural production in other countries, than it will here in the US.

Wheat quality conditions may limit 2008 production. Adding four to six million more acres may be of little help. Wheat value expected to firm into 2008