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Havoc in the Hamper, Hell in the Handbasket
Manage episode 407129328 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.
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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