Study Group: Ethanol Experts (Brazil)(?)
Council Members in this Study Group: 48
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Leading Experts in this Study Group
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Philip CorzineFounder and General Manager
South American Soy LLC
Philip Corzine is the Owner and Operator of Phil Corzine Farms. Mr. Corzine is also Founder and Consultant at AgPage International Consultancy, providing electronic communications, and agricultural business development and economic analysis services to small businesses and organizations. He also consults...
Gary DrimmerPresident
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...
Senior Vice President, Chief Investment Officer
CG/LA Infrastructure LLC
Anand Hemnani is a Senior Vice President and Chief Investment Officer at CG/LA Infrastructure. Mr. Hemnani joined the company in 1996 as a project manager. He focuses on infrastructure globally, with a particular focus on Latin America. Mr. Hemnani works in all areas of the intelligence value chain,...
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...
Related Study Groups
| Study Group Name | Members |
|---|---|
| Agriculture Consultants | 283 |
| Ethanol Experts | 198 |
| Council Members who are Knowledgeable about Ethanol | 167 |
| Council Members Knowledgeable about Brazilian Sugar Industry | 23 |
| Fertilizer Purchasers | 149 |
| Sugar Experts | 47 |
| Sugar Refining Experts (North America) | 22 |
GLG NewsSMAnalyses by this Study Group's Experts(?)
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...
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,...
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...
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.
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...
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