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The Ukraine Metacrisis and Its Impact on Agri Commodity Markets
Manage episode 407129299 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.
Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities like wheat, barley, corn, and sunflower oil cannot be ruled out. A retaliatory blanket embargo could result in even higher agri commodity prices. Given the inelasticity of demand, wheat prices in particular could double, as Turkey, the Middle East, and northern Africa struggle to source wheat from elsewhere. Please read more about the Ukraine Metacrisis and visit our F&A research website for more information.
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