Ranked #1
Trade War Special: China’s 55 Billion Dollar F&A Wish List
Trade War Special: China’s 55 Billion Dollar F&A Wish List
In the latest episode of the ACMR podcast, China G&O expert Lief Chiang joins ACMR Analyst Michael Magdovitz to disc... Read more
1 Mar 2019
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11mins
Ranked #2
WASDE: Counting Stocks Amid Trade Talks
WASDE: Counting Stocks Amid Trade Talks
Join Stefan Vogel (ACMR Head and G&O Global Strategist) and Michael Magdovitz (ACMR Analyst) as they discuss the lat... Read more
12 Feb 2019
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10mins
Ranked #3
Soft Commodities Outlook for 2018—Good Buy, Low Prices
Soft Commodities Outlook for 2018—Good Buy, Low Prices
Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in th... Read more
22 Nov 2017
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12mins
Ranked #4
Grains & Oilseeds Outlook for 2018: Good Buy, Low Prices
Grains & Oilseeds Outlook for 2018: Good Buy, Low Prices
Graydon Chong and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2018, as highli... Read more
22 Nov 2017
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10mins
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Ranked #5
Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets
Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets
Heightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity mark... Read more
6 Mar 2018
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8mins
Ranked #6
EU Sugar Shake-Up
EU Sugar Shake-Up
As of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in ... Read more
10 Oct 2017
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8mins
Ranked #7
January 2019: Grains and Oilseeds - Smooth Ride, but Flying Blind
January 2019: Grains and Oilseeds - Smooth Ride, but Flying Blind
Geopolitics and weather risk upside are driving G&O prices higher, after a relatively steady month in January. Micha... Read more
1 Feb 2019
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23mins
Ranked #8
Will the World Buy Big US Supplies?
Will the World Buy Big US Supplies?
Weakened emerging market currencies and strong US summer crop yields held agri commodity prices in check, despite declin... Read more
31 Aug 2018
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17mins
Ranked #9
Rabobank European Grains Tour | Focus On Ukraine
Rabobank European Grains Tour | Focus On Ukraine
The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior G... Read more
20 Aug 2018
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20mins
Ranked #10
The G20 Trade War Truce
The G20 Trade War Truce
During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period o... Read more
7 Dec 2018
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14mins
Ranked #11
Agri Commodities Monthly September 2017: Watching, Waiting, Yield Debating
Agri Commodities Monthly September 2017: Watching, Waiting, Yield Debating
The S&P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude p... Read more
4 Oct 2017
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6mins
Ranked #12
The WASDE Reveals Big US Yields
The WASDE Reveals Big US Yields
Charlie Clack and Michael Magdovitz highlight the crucial figures outlined in the latest August WASDE report, what this ... Read more
16 Aug 2018
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11mins
Ranked #13
Agri Commodities Monthly May 2018: Tread (the Volatility) Carefully
Agri Commodities Monthly May 2018: Tread (the Volatility) Carefully
Weather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative ... Read more
4 Jun 2018
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12mins
Ranked #14
Argentina Agribusiness Outlook
Argentina Agribusiness Outlook
In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&... Read more
14 Aug 2018
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10mins
Ranked #15
Agri Commodities Monthly August 2017: Uphill Struggles Ahead
Agri Commodities Monthly August 2017: Uphill Struggles Ahead
Agri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, s... Read more
25 Aug 2017
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5mins
Ranked #16
January 2019: Smooth Ride, but Flying Blind – Softs markets
January 2019: Smooth Ride, but Flying Blind – Softs markets
So far, January has reflected the higher risk appetite, with Brent surging and the Brazilian real gaining versus the US ... Read more
30 Jan 2019
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17mins
Ranked #17
Don’t Fall Asleep Behind The Risk Management Wheel
Don’t Fall Asleep Behind The Risk Management Wheel
Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low ... Read more
30 Apr 2018
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7mins
Ranked #18
Soft Commodities Outlook for 2019: Trade War Turbulence, With Softs Landing
Soft Commodities Outlook for 2019: Trade War Turbulence, With Softs Landing
Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets—including sugar, coffee and cotton—in t... Read more
23 Nov 2018
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19mins
Ranked #19
Grains & Oilseeds Outlook for 2019: Trade War Turbulence, With Softs Landing
Grains & Oilseeds Outlook for 2019: Trade War Turbulence, With Softs Landing
Michael Magdovitz and Charles Clack talk over the big price drivers for major grain & oilseed markets in 2019, as hi... Read more
22 Nov 2018
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16mins
Ranked #20
A Palm Storm is Brewing
A Palm Storm is Brewing
Senior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East ... Read more
29 May 2018
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5mins
