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Havoc in the Hamper, Hell in the Handbasket
Manage episode 407129328 series 3558065
Indhold leveret af RaboResearch Agri Commodities and Rabobank RaboResearch Food. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af RaboResearch Agri Commodities and Rabobank RaboResearch Food eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Join the ACMR team as they discuss the wild ag commodity price swings amid market concerns for demand destruction and supply chain stability. For energy-related products like sugar, soy oil, palm oil, and corn, the energy price declines – resulting from Covid-19 and the internecine OPEC price war – are expected to cause substantial demand destruction for biodiesel and ethanol. For vital food and feed products like wheat, coffee, and soymeal, stockpiling and supply chain concerns are driving unusual strong backwardation.
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