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Havoc in the Hamper, Hell in the Handbasket
Manage episode 407129328 series 3558065
Contenido proporcionado por RaboResearch Agri Commodities and Rabobank RaboResearch Food. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente RaboResearch Agri Commodities and Rabobank RaboResearch Food o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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