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October 5, 2007India Opens Imports to Genetically Modified (GMO) Soybean Oil
Analysis of: Government allows import of GM seed edible oil | www.business-standard.com
Author: Gary Drimmer, President, Drimmer & Associates International
More countries are producing growing quantities of genetically modified (GMO) soybeans and corn. As prices of foods climbs, countries around the world are being forced to recognize that these crops are safe and cheaper. Will the EU join the crowd?
October 4, 2007Slowdowns and consolidations ahead for ethanol, but pain today will create more profits tomorrow.
Analysis of: Ethanol Boom Is Running Out of Gas | online.wsj.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
Ethanol is headed for a slowdown and consolidations, but will emerge stronger and more efficient. Cash corn near $3.05 and ethanol near $1.58 per gallon leaves a profit margin of only a few cents per bushel. Corn prices will fall as ethanol plants slow consumption, but weather...
October 3, 2007
If you disagree, try chartering a ship
Analysis of: Excel gets a raise | www.tradewinds.no
Author: GLG Expert Contributor
Analysis of: Excel gets a raise | www.tradewinds.no
Author: GLG Expert Contributor
1. Vessels are hard to find at any price
October 2, 2007
The Train Has Already Left the Station
Analysis of: Etnamol, schmethanol | www.economist.com
Author: GLG Expert Contributor
Analysis of: Etnamol, schmethanol | www.economist.com
Author: GLG Expert Contributor
These arguments have been made many times and many places before, but the ethanol train has already left the station. There are 119 ethanol plants now in operation in the US, with another 86 under construction. The Government has set a target of 20 million gallons to be included in fuel...
September 27, 2007Economics working against soy-based biodiesel
Analysis of: Biodiesel boom heads to Wall Street | money.cnn.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
With current prices for soybeans, biodiesel's primary feedstock, its economic viability is questionable. With soybean oil selling for near $0.40 per pound, costs to produce soy-based biodiesel are running $3.20-$3.30 per gallon, at or slightly above current prices for diesel of $3.00-$3.10. The Federal...
September 19, 2007Brazil's Addition Of Ethanol Subsidies To Their WTO Appeal Raises The Stakes For US Agriculture
Analysis of: Brazil Wants Probe of U.S. Farm Aid | www.forbes.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
Brazil’s complaint, originally filed in July, now includes a challenge on the payments for “energy subsidies”—ie: ethanol’s $0.51 per gallon subsidy, and the biodiesel blending credit. The US says it considers those “industrial” subsidies, and not a part of this WTO discussion Brazil has already won...
September 14, 2007ADM, Bunge and others, will face many challanges in the Brazilian sugar sector.
Analysis of: Ethanol Giants Struggle To Crack Brazil Market | online.wsj.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
Multinationals like ADM will enter the Brazilian sector, but should they do it now? Overoptimism in Brazil's sugar sector will lead to overpricing of assets The Brazilian sugar sector may be headed for a correction.
September 7, 2007The opportunity to make significant changes in US farm policy will likely be squandered, more of the same the most likely outcome.
Analysis of: U.S. Ag Secretary Wants Lower Farm Subsidy Limit | www.soyatech.com
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
It appears that Congress may, yet again, renew many of the provisions in the 2002 program…pushing the issue of true reforms to be played out in the courts of the WTO. The US will eventually be forced to "level the playing field" on these issues, and it may be forced on the farm sector at...
August 31, 2007Redistribution of agricultural lands is a continuing challenge for Brazilian agriculture.
Analysis of: Brazil's Landless Movement faces new agrarian reform | www.checkbiotech.org
Author: Philip Corzine, Founder & Managing Consultant, AgPage International Consulting, LLC
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....
August 31, 2007
Early Detection on Active Cancer Metastatsis to Curing Cancer
Analysis of: Advanced Life Sciences Announces ALS-357 Granted FDA Orphan Drug Designation for Metastatic Melanoma | www.pipelinereview.com
Author: GLG Expert Contributor
Analysis of: Advanced Life Sciences Announces ALS-357 Granted FDA Orphan Drug Designation for Metastatic Melanoma | www.pipelinereview.com
Author: GLG Expert Contributor
A solution to detect and treat metastatic tumor is vital but also very critical and expensive. Meaning, a methodology enabling to effective diagnosing tumors on early detection, early treatment, and early drug therapy (including vaccine and antibodies) monitored...
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