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Study Group: Council Members Knowledgeable about Brazilian Sugar Industry(?)

Council Members in this Study Group: 28

This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.

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Leading Experts in this Study Group

Gary Drimmer, President, Drimmer & Associates InternationalGary Drimmer
President
Drimmer & Associates International

Gary Drimmer is the President of Drimmer and Associates; a commodity, animal nutrition, plant biotechnology, and international business consulting firm. Mr. Drimmer has more than 30 years of international business experience in plant biotechnology, corn and flour milling, soybean processing, animal...

71 recent news post(s)
Philip Corzine, Founder and General Manager, South American Soy LLCPhilip Corzine
Founder and General Manager
South American Soy LLC

Philip Corzine is the Owner and Operator of Phil Corzine Farms, and the Founder and General Manager of South American Soy LLC. Mr. Corzine is also Founder and Consultant at AgPage International Consultancy, providing electronic communications, and agricultural business development and economic analysis...

40 recent news post(s)
2 recent event(s)
Eric Vaughn
Partner
Book Hill Partners

Eric Vaughn is a Partner at Book Hill Partners in Washington, DC, where he specializes in energy policy, environmental regulations, value-added agriculture, and trade policy issues. He has more than 25 years of technical, financial, legal, and political experience with the production, blending, delivery...

3 recent event(s)
Graham Linsdell
Principal Partner
ALTEC Consultoria

Graham Linsdell is a Principal Partner in ALTEC Consultoria; a consultancy, business development, and projects company based in Sao Paulo, Brazil; operating in the Brazilian energy sector. Mr. Linsdell has experience in the downstream natural gas sector in Brazil, UK, US, and Pakistan; which spans technical...

Edward Swinderman
Independent Contractor
Edward Swinderman

Edward Swinderman is an independent contractor, currently working with PERIN Resources; a firm involved in the marketing of fuel ethanol, biodiesel, glycerin, and methanol. Previously, Mr. Swinderman was the Vice President of Sales at BioSelect Fuels, a firm producing and selling biodiesel. Prior,...

2 recent event(s)

Related Study Groups

GLG NewsSMAnalyses by this Study Group's Leading Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
Midwest crops look deceptively good | 07-24-2008
Analysis of: Corn and Soybean Production Prospects Improving | www.farmdoc.uiuc.edu
Author: Philip Corzine, Founder and General Manager, South American Soy LLC

The effects of late planting, cool-wet soils in May, and flooding in June can't be overcome by favorable weather in July and August.  USDA's yield and production estimates may well turn out to be on the optimistic side when we finally get the crop in the bin.

Improving weather and falling commodity prices may keep RFS intact | 07-24-2008
Analysis of: EPA delays RFS waiver ruling | www.ethanolproducer.com
Author: Philip Corzine, Founder and General Manager, South American Soy LLC

The request for a partial waiver in the RFS by Texas Gov. Perry is likely to be denied, largely due to a 25% reduction in corn prices caused by favorable weather in the Midwest.  This corn crop, however, will be extremely difficult to get an accurate estimate on prior to getting it out of the field,...

Ethanol import tariff is now on the table, but move by Brazilian sugar industry could backfire | 07-09-2008
Analysis of: Brazil launches campaign to remove ethanol tariff | www.ethanolproducer.com
Author: Philip Corzine, Founder and General Manager, South American Soy LLC

Changes in the ethanol production subsidy and import tariff would be an excellent way to moderate the increases in the short-term price of corn, easing the pain for the US livestock industry.  But any change in these policies will have long term impacts on the biofuels sector.   These changes...

Failure to adjust policy now to lower feed costs will permanently change the US livestock industry. | 07-01-2008
Analysis of: American Feed Industry Association Urges EPA to Temporarily Waive RFS Mandate | www.grainnet.com
Author: Philip Corzine, Founder and General Manager, South American Soy LLC

An over-emphasis on ethanol has combined with a poor production year and a major speculative push on commodity prices to push livestock net returns into the red.  Animal feed has long been US corn and soybeans primary source of demand, but high feed costs, with no way to push up the selling price...

Five percent increase (or less) in Brazilian soy acreage likely, unless fertilizer prices can be brought down in Brazil. | 06-27-2008
Analysis of: Brazil May Seize Fertilizer Deposits as Prices Surge | www.bloomberg.com
Author: Philip Corzine, Founder and General Manager, South American Soy LLC

Just like this time last year, traders in Chicago may believe that Brazilian farmers are poised to significantly expand soybean acreage, as they have moved prices above $15 per bushel.  However, just as they misjudged them last year, they may be doing it again, as fertilizer prices have doubled,...

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