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G&O | Agri Commodities Outlook 2021: Bull Waves Don’t Break
Manage episode 407129319 series 3558065
Konten disediakan oleh RaboResearch Agri Commodities and Rabobank RaboResearch Food. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh RaboResearch Agri Commodities and Rabobank RaboResearch Food atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
The 2020 bull run in agri commodities defied all expectations and proved immune to Covid-19’s economic and social consequences. This is particularly true for grains and oilseeds. The engines driving this rally are expected to continue into 2021: weather, speculators, and good import demand. However, when it comes to softs, we see prices still suffering from good production and precarious demand.
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