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Study Group: Wheat Pricing Trend Experts(?)

Council Members in this Study Group: 37

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

Craig Marston, Managing Director, CEM MarineCraig Marston
Managing Director
CEM Marine

Craig Marston is Managing Director at CEM Marine, a firm providing consulting services in the maritime and shipping industry. Mr. Marston has more than 20 years of experience in the maritime industry, including Profit and Loss (P&L) responsibility for the largest US-flag fleet of ocean-going dry bulk...

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...

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. 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...

Joe Victor, Vice President/Marketing, Allendale IncJoe Victor
Vice President/Marketing
Allendale Inc

Joe Victor is Vice President of Market Research at Allendale, one of the largest commodity research advisory firms in Mid-America and one of the brokerage firms that develops its own research. Mr. Victor is responsible for conducting research on grains and livestock in order to provide the worldwide...

David Asbridge, Business Development Manager and Economist, Doane Advisory ServicesDavid Asbridge
Business Development Manager and Economist
Doane Advisory Services

David Asbridge is the Business Development Manager and Senior Economist at Doane Advisory Services. Mr. Asbridge has 30 years of experience in analyzing the US and world agricultural & fertilizer situations from the production and consumption side of industries. Prior, he was a Manager of Agri-business...

Rich Nelson, Director of Research, Allendale IncRich Nelson
Director of Research
Allendale Inc

Rich Nelson is Director of Research at Allendale, one of the largest commodity research and trading firms in Mid-America. Mr. Nelson is in charge of all long term grain and livestock market research for the firm. This research informs and guides their clients who range from Class A farmers to the food...

John Baize, President, John C. Baize & AssociatesJohn Baize
President
John C. Baize & Associates

John Baize is the President of John C. Baize & Associates, an international agricultural trading and policy consulting firm specializing in the oilseeds sector, particularly soybeans and soybean products. Mr. Baize has more than 16 years of experience in providing consultancy services to international...

Gene Plavnik, President, Heat Technologies Inc Gene Plavnik
President
Heat Technologies Inc

Gene Plavnik is the President at Heat Technologies. Mr. Plavnik has more than 25 years of experience in managing heating, ventilation, and air conditioning (HVAC), boilers, water heaters,commercial and residential appliances, heat pumps, standby generators, lawn mowers,engine driven pumps, small engines...

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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.
Wrong Timing For Shipyard Consolidation | 08-28-2008
Analysis of: Usual suspects | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine

Tradewinds reported that the list of suitors for the 50.4% stake being offered in Daewoo Shipbuilding & Marine Engineering (DSME) includes Hyundai Heavy Industry, Posco, the GS Group, and Hanwha Group.  Analysts expect a bidding war to result.  While a great time for sellers to unlock...

Jinhui Too Optimistic | 08-28-2008
Analysis of: Macro meltdown? | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine

Jinhui Shipping & Transportation (Oslo:JIN.OL) reported record profits and simultaneously warned of weaker medium term prospects.  The company rightly cited macroeconomic concerns on the demand side, but is overly optimistic related to the supply side.

NOL Likely To Acquire Hapag-Lloyd | 08-27-2008
Analysis of: NOL will not pay over the odds for Hapag | www.lloydslist.com
Author: Craig Marston, Managing Director, CEM Marine

Despite the 4b Euro "minimum" price that TUI is placing on Hapag, opposition from Hamburg, and a very conservative acquisition history, NOL is very likely to be the successful bidder.

Credit Crunch Not A Factor For Overall Shipbuilding Industry | 08-20-2008
Analysis of: Credit Crunch Spreads to Shipyards | www.marinelink.com
Author: Craig Marston, Managing Director, CEM Marine

The impact of the "credit crunch," while real for individual companies, is not a factor for the overall shipbuilding industry.  The few building slots that have been canceled by owner default have been readily resold at higher margins.  The drop-off in post-2010 orders has its roots in oversupply...

Ethanol Complaints Are Only Temporary | 07-31-2008
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com
Author: Gene Plavnik, President, Heat Technologies Inc

Today's condition of the production of ethanol looks as it is not cost effective. Ethanol itself has some problems in the process of combustion in the internal combustion engine (ICE). But this is today. When the ethanol producers start providing market with desireable volumes of the fuel, the...

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