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G&O | Agri Commodities Outlook 2021: Bull Waves Don’t Break
Manage episode 407129319 series 3558065
Innehåll tillhandahållet av RaboResearch Agri Commodities and Rabobank RaboResearch Food. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av RaboResearch Agri Commodities and Rabobank RaboResearch Food eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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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