Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common element that has led to speculators increasing their long bets across these three commodities. In this podcast, commodity analysts Paul Joules and Carlos Mera discuss the outlook going forward. 

Since the start of the year we have seen simultaneous rallies in sugar (+15%), cocoa (+28%), and robusta coffee (+47%). This is rather unusual given these three commodities have very different fundamentals and are produced in very different countries. The threat of El Niño-related weather challenges is the one common element that has led to speculators increasing their long bets across these three commodities. In this podcast, commodity analysts Paul Joules and Carlos Mera discuss the outlook going forward.

Softs Rally Hard

With minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and corn amid the ongoing drought. As these cuts were expected, we saw little price action following the report's release. Eyes will now turn to next month's WASDE, which will provide the first estimates of the 2023/24 season.

With minimum alterations for most countries, the April WASDE's main talking point was cuts in Argentine production for soybeans, wheat, and corn amid the ongoing drought. As these cuts were expected, we saw little price action following the report's release. Eyes will now turn to next month's WASDE, which will provide the first estimates of the 2023/24 season.

April WASDE: USDA Cuts Argentine Yields

Join Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricultural commodity markets, from the Russian invasion of Ukraine to La Niña drought across South America. Consumers suffered through a third year of an agricultural bull market. It could very well be the last. Rabobank expects broad-based price relief in 2023 as weak consumer demand and more normal weather combine to revive supplies.

Join Carlos Mera and Michael Magdovitz for a look at the year ahead in ACMR's latest podcast. 2022 held unprecedented volatility for agricultural commodity markets, from the Russian invasion of Ukraine to La Niña drought across South America. Consumers suffered through a third year of an agricultural bull market. It could very well be the last. Rabobank expects broad-based price relief in 2023 as weak consumer demand and more normal weather combine to revive supplies.

Outlook 2023: Tightening the Belt

On the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become increasingly adept with scissors. As it cuts production, the USDA must increasingly (and tragically) cut demand to prevent ending stockpiles from disappearing. Relative to expectations, the report was bearish on corn and bullish on soy, and it resulted in funds partially unwinding their corn/soy spread. The prime takeaway is that supply inflation is being increasingly controlled by weak, recession-linked demand.

On the latest RaboResearch Agri Commodities podcast, Carlos Mera and Michael Magdovitz discuss the October WASDE report. Poor 2022/23 US grain and oilseed harvests are forcing the USDA to become increasingly adept with scissors. As it cuts production, the USDA must increasingly (and tragically) cut demand to prevent ending stockpiles from disappearing. Relative to expectations, the report was bearish on corn and bullish on soy, and it resulted in funds partially unwinding their corn/soy spread. The prime takeaway is that supply inflation is being increasingly controlled by weak, recession-linked demand.

October 2022 WASDE: USDA Scissorhands

In the latest RaboResearch Agri Commodities episode, Global Grains &amp; Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR’s August WASDE Report predicted the USDA “may rue their bold move” to raise US soybean yields. Indeed, this week the USDA did a dramatic 180, cutting US soy (and corn) yields and reducing demand to avoid outright scarcity. A supply-side crisis will give corn and soybean bulls a strong foothold to climb higher – with Brazil as the primary near-term defense against desperate scarcity.

In the latest RaboResearch Agri Commodities episode, Global Grains &amp; Oilseeds Strategist Steve Nicholson joins ACMR Senior Analyst Michael Magdovitz to discuss the September WASDE. ACMR’s August WASDE Report predicted the USDA “may rue their bold move” to raise US soybean yields. Indeed, this week the USDA did a dramatic 180, cutting US soy (and corn) yields and reducing demand to avoid outright scarcity. A supply-side crisis will give corn and soybean bulls a strong foothold to climb higher – with Brazil as the primary near-term defense against desperate scarcity.

September WASDE: USDA’s Struggle Session

On the latest ACMR podcast, Senior Analyst Michael Magdovitz and Analyst Paul Joules discuss the recent price movements in CBOT Corn, Wheat, and Soybean futures. Tune in to hear about the 2022/23 harvests, the latest WASDE report, funds bouncing back, and overarching demand-side concerns. From a supply standpoint, heavy heat across the US and Europe poses a significant risk to feed grain and oilseed production. For wheat, recent production improvements among exporters are slightly bearish; the USDA’s estimate of an 88m mt Russian crop (+6.5m mt MOM) in particular implies a low-cost producer can deliver near-term relief to the market, though questions remain about the longevity of this surplus.

Momentum

Head of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat, and Soybean prices. Tune in to hear about recent bearish dynamics: speculative capitulation, the worsening macroeconomic backdrop, shrinking demand, and the potential for a sea route for Ukrainian supplies. From a supply standpoint, however, fundamentals are strong. Reserves for next year are set to remain well below historical averages, and heat is a major concern for developing northern hemisphere crops. Furthermore, long-repressed consumer demand is showing signs of renewed appetite on the price break.

Head of Agri Commodities Markets Research Carlos Mera and Senior Analyst Michael Magdovitz discuss the recent pullback in CBOT Corn, Wheat, and Soybean prices. Tune in to hear about recent bearish dynamics: speculative capitulation, the worsening macroeconomic backdrop, shrinking demand, and the potential for a sea route for Ukrainian supplies. From a supply standpoint, however, fundamentals are strong. Reserves for next year are set to remain well below historical averages, and heat is a major concern for developing northern hemisphere crops. Furthermore, long-repressed consumer demand is showing signs of renewed appetite on the price break.

Funds in the Sun

Join Rabobank’s Grains &amp; Oilseeds Analyst in China, Lief Chiang, and ACMR’s Michael Magdovitz as they discuss the factors behind the high-price environment in G&amp;O and what it means for China's feed demand.

Join Rabobank’s Grains &amp; Oilseeds Analyst in China, Lief Chiang, and ACMR’s Michael Magdovitz as they discuss the factors behind the high-price environment in G&amp;O and what it means for China's feed demand.

High G&O Prices Will Shrink China's Imports and Demand

Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities like wheat, barley, corn, and sunflower oil cannot be ruled out. A retaliatory blanket embargo could result in even higher agri commodity prices. Given the inelasticity of demand, wheat prices in particular could double, as Turkey, the Middle East, and northern Africa struggle to source wheat from elsewhere. Please read more about the Ukraine Metacrisis and visit our F&amp;A research website for more information.

Russia has been amassing troops around the Ukrainian border and making demands NATO cannot afford to meet. A potential invasion with far-reaching consequences for key agricultural commodities like wheat, barley, corn, and sunflower oil cannot be ruled out. A retaliatory blanket embargo could result in even higher agri commodity prices. Given the inelasticity of demand, wheat prices in particular could double, as Turkey, the Middle East, and northern Africa struggle to source wheat from elsewhere. Please read more about the <a href="https://research.rabobank.com/markets/en/documents/298815_Ukraine%20Crisis_final.pdf" rel="noopener noreferrer nofollow" target="_blank">Ukraine Metacrisis</a> and visit our <a href="https://research.rabobank.com/far/en/home/index.html" rel="noopener noreferrer nofollow" target="_blank">F&amp;A research website</a> for more information.

The Ukraine Metacrisis and Its Impact on Agri Commodity Markets

Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the container situation will be especially relevant for coffee.

Soft commodities have seen a price surge in 2021, with coffee topping the price change charts. Join ACMR’s Carlos Mera and Michael Magdovitz as they discuss the risks for coffee and sugar in 2022. Looking ahead, the development of La Niña in Brazil will be key for these commodities, while the container situation will be especially relevant for coffee.

Agri Commodities Outlook 2022, Part 2: Softs

Rabobank's RaboResearch Food &amp; Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food &amp; agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.Please read our disclaimer here: https://research.rabobank.com/markets/en/footer/disclaimer.html

Rabobank's RaboResearch Food &amp; Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food &amp; agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">https://research.rabobank.com/markets/en/footer/disclaimer.html</a>

RaboResearch Agri Commodities

In the latest episode of the ACMR podcast, China G&amp;O expert Lief Chiang joins ACMR Analyst Michael Magdovitz to discuss China’s potential F&amp;A shopping list under a trade deal. Amid reports that China has offered to more than double its pre-trade-war purchases to 55bn USD, Lief runs through the products besides soybeans that would strategically benefit China, including corn ethanol to achieve the E10 mandate, pork, beef, seafood, and spring wheat. He also discusses the time span for reaching those purchase levels. The podcast concludes with Michael's view on whether the US could supply an additional 30bn USD in F&amp;A goods and the potential impact of such an increase for US farmers.   The content of this podcast is for information purposes only. Review our disclaimer here.

In the latest episode of the ACMR podcast, China G&amp;O expert Lief Chiang joins ACMR Analyst Michael Magdovitz to discuss China’s potential F&amp;A shopping list under a trade deal. Amid reports that China has offered to more than double its pre-trade-war purchases to 55bn USD, Lief runs through the products besides soybeans that would strategically benefit China, including corn ethanol to achieve the E10 mandate, pork, beef, seafood, and spring wheat. He also discusses the time span for reaching those purchase levels. The podcast concludes with Michael's view on whether the US could supply an additional 30bn USD in F&amp;A goods and the potential impact of such an increase for US farmers. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Trade War Special: China’s 55 Billion Dollar F&A Wish List

Join Stefan Vogel (ACMR Head and G&amp;O Global Strategist) and Michael Magdovitz (ACMR Analyst) as they discuss the latest WASDE, US stocks, and winter plantings reports.   The content of this podcast is for information purposes only. Review our disclaimer here.

Join Stefan Vogel (ACMR Head and G&amp;O Global Strategist) and Michael Magdovitz (ACMR Analyst) as they discuss the latest WASDE, US stocks, and winter plantings reports. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

WASDE: Counting Stocks Amid Trade Talks

Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption trends, production prospects, and currency shifts provide the backdrop to an optimistic price outlook.   The content of this podcast is for information purposes only. Review our disclaimer here.

Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets in the year ahead, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Global consumption trends, production prospects, and currency shifts provide the backdrop to an optimistic price outlook. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Soft Commodities Outlook for 2018—Good Buy, Low Prices

Graydon Chong and Charles Clack talk over the big price drivers for major grain &amp; oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening balance sheets, major weather risks, and shifting trade flows come into the spotlight. The content of this podcast is for information purposes only. Review our disclaimer here.

Graydon Chong and Charles Clack talk over the big price drivers for major grain &amp; oilseed markets in 2018, as highlighted in their latest report, Outlook 2018—Good Buy, Low Prices. Tightening balance sheets, major weather risks, and shifting trade flows come into the spotlight. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Grains & Oilseeds Outlook for 2018: Good Buy, Low Prices

Heightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlooks on the major global agri commodity markets for sugar, wheat and soybeans. View the full report here   The content of this podcast is for information purposes only. Review our disclaimer here.

Heightened weather risks, US dollar weakness, and global growth optimism drive new-found interest in agri commodity markets. Charlie Clack and Carlos Mera discuss Rabobank's latest price outlooks on the major global agri commodity markets for sugar, wheat and soybeans. <a href="https://research.rabobank.com/far/en/home/index.html" rel="nofollow" target="_blank">View the full report here</a> The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Agri Commodities Monthly February 2018: Renewed Appetite for Ag Markets

As of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rules of the new regime, along with its main implications for farmers and sugar producers. Plus we look at the impact this will have on the market, including Rabobank's outlook for 2017/18.   The content of this podcast is for information purposes only. Review our disclaimer here.

As of 1 October, the new EU sugar regime is in place, creating opportunities and challenges for various stakeholders in Europe and beyond. RaboResearch analyst Ruud Schers discusses the key rules of the new regime, along with its main implications for farmers and sugar producers. Plus we look at the impact this will have on the market, including Rabobank's outlook for 2017/18. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

EU Sugar Shake-Up

Geopolitics and weather risk upside are driving G&amp;O prices higher, after a relatively steady month in January. Michael Magdovitz and Charlie Clack discuss navigating these markets amid the US government shutdown and unpredictable Brazilian weather. The major question is whether Chinese guarantees can facilitate a deal before March 1st trade tariff deadline—Rabobank sees short-term upside, but for how long?   The content of this podcast is for information purposes only. Review our disclaimer here.

Geopolitics and weather risk upside are driving G&amp;O prices higher, after a relatively steady month in January. Michael Magdovitz and Charlie Clack discuss navigating these markets amid the US government shutdown and unpredictable Brazilian weather. The major question is whether Chinese guarantees can facilitate a deal before March 1st trade tariff deadline—Rabobank sees short-term upside, but for how long? The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

January 2019: Grains and Oilseeds - Smooth Ride, but Flying Blind

Weakened emerging market currencies and strong US summer crop yields held agri commodity prices in check, despite declining balance sheets and ongoing trade discussions. Michael Magdovitz and Charles Clack talk the latest price &amp; fundamental outlooks for wheat, corn, soybeans, sugar and coffee.   The content of this podcast is for information purposes only. Review our disclaimer here.

Weakened emerging market currencies and strong US summer crop yields held agri commodity prices in check, despite declining balance sheets and ongoing trade discussions. Michael Magdovitz and Charles Clack talk the latest price &amp; fundamental outlooks for wheat, corn, soybeans, sugar and coffee. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Will the World Buy Big US Supplies?

The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora &amp; Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets.   The content of this podcast is for information purposes only. Review our disclaimer here.

The Rabobank European Grains Tour recently returned from the Netherlands, Germany and Ukraine. On this podcast, Senior Grains and Oilseeds Analyst Vito Martielli is joined by Moora &amp; Dalwallinu Branch Manager Michael Monaghan to discuss the Ukraine and what makes it a big competitor to Australian wheat in global markets. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Rabobank European Grains Tour | Focus On Ukraine

During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi agreed to resume importing substantial quantities of US food &amp; agriculture products into China that were largely frozen by both tariff &amp; non-tariff measures. Rabobank’s F&amp;A China industry analyst Lief Chiang joins ACMR G&amp;O analyst Michael Magdovitz to discuss the potential demand pickup from China, strategic aspects of the deal and the near-to-medium impact on soybean prices.   The content of this podcast is for information purposes only. Review our disclaimer here.

During the G20 meeting in Argentina, US President Donald Trump agreed to freeze tariff increases on China for a period of 90 days to allow trade negotiators to proceed in good faith. During that hiatus, Premier Xi agreed to resume importing substantial quantities of US food &amp; agriculture products into China that were largely frozen by both tariff &amp; non-tariff measures. Rabobank’s F&amp;A China industry analyst Lief Chiang joins ACMR G&amp;O analyst Michael Magdovitz to discuss the potential demand pickup from China, strategic aspects of the deal and the near-to-medium impact on soybean prices. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

The G20 Trade War Truce

The S&amp;P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%. Going forward, the market will look at the US harvest for confirmation on the high expected yields, while South American plantings will shed light on the extent of the switch from corn to soybeans.   The content of this podcast is for information purposes only. Review our disclaimer here.

The S&amp;P Agri Index has remained virtually unchanged so far in September, despite an increase of 10% in Brent crude prices. Softs saw some volatility, with cotton down 8% and coffee arabica up 4%. Going forward, the market will look at the US harvest for confirmation on the high expected yields, while South American plantings will shed light on the extent of the switch from corn to soybeans. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Agri Commodities Monthly September 2017: Watching, Waiting, Yield Debating

Charlie Clack and Michael Magdovitz highlight the crucial figures outlined in the latest August WASDE report, what this means for global G&amp;O markets and what is in store for the future.   The content of this podcast is for information purposes only. Review our disclaimer here.

Charlie Clack and Michael Magdovitz highlight the crucial figures outlined in the latest August WASDE report, what this means for global G&amp;O markets and what is in store for the future. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

The WASDE Reveals Big US Yields

Weather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative open interest in agriculture at record levels. Charlie Clack and Carlos Mera review Rabobank's latest price outlooks on the major agri futures markets, including wheat, soybeans, coffee and cotton.   The content of this podcast is for information purposes only. Review our disclaimer here.

Weather risks, USD strength, and geopolitical instability are driving volatility in grains and oilseeds with cumulative open interest in agriculture at record levels. Charlie Clack and Carlos Mera review Rabobank's latest price outlooks on the major agri futures markets, including wheat, soybeans, coffee and cotton. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Agri Commodities Monthly May 2018: Tread (the Volatility) Carefully

In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&amp;O and Animal Protein sectors with local players. In this podcast, our analysts present expected trends for the Argentine agribusiness in the coming years.   The content of this podcast is for information purposes only. Review our disclaimer here.

In a recent visit to Argentina, Stefan Vogel, Adolfo Fontes and Victor Ikeda had an unique opportunity to discuss the G&amp;O and Animal Protein sectors with local players. In this podcast, our analysts present expected trends for the Argentine agribusiness in the coming years. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Argentina Agribusiness Outlook

Agri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, soybeans, wheat, sugar and cotton. The S&amp;P Agri Index has continued to decline throughout August, with bearish sentiment exacerbated in grains, oilseeds, and cotton by the latest August WASDE report. Coffee, sugar, and cocoa have also all traded lower through August, leading us to take a fresh look at our agri commodity price outlooks.   The content of this podcast is for information purposes only. Review our disclaimer here.

Agri commodity analysts Graydon Chong and Charles Clack discuss market dynamics for key agri commodities such as corn, soybeans, wheat, sugar and cotton. The S&amp;P Agri Index has continued to decline throughout August, with bearish sentiment exacerbated in grains, oilseeds, and cotton by the latest August WASDE report. Coffee, sugar, and cocoa have also all traded lower through August, leading us to take a fresh look at our agri commodity price outlooks. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Agri Commodities Monthly August 2017: Uphill Struggles Ahead

So far, January has reflected the higher risk appetite, with Brent surging and the Brazilian real gaining versus the US dollar. Charlie Clack and Carlos Mera chat about the latest ICE Coffee, Sugar, and Cotton markets, outlining Rabobank’s fundamental and price outlooks for the season ahead. The content of this podcast is for information purposes only. Review our disclaimer here.

So far, January has reflected the higher risk appetite, with Brent surging and the Brazilian real gaining versus the US dollar. Charlie Clack and Carlos Mera chat about the latest ICE Coffee, Sugar, and Cotton markets, outlining Rabobank’s fundamental and price outlooks for the season ahead. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

January 2019: Smooth Ride, but Flying Blind – Softs markets

Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018. This podcast episode was originally released on our North American podcast channel  RaboResearch Food &amp; Agribusiness North America. Rabo Agrifinance is Rabobank Group's agricultural finance department in North America.   The content of this podcast is for information purposes only. Review our disclaimer here.

Sterling Liddell and Bill Nickrent discuss the risks for the corn market related to declining stocks and remarkably low planted acres planned for 2018. This podcast episode was originally released on our North American podcast channel <a href="https://itunes.apple.com/us/podcast/raboresearch-food-agribusiness-north-america/id1261869824?mt=2" rel="nofollow" target="_blank"> RaboResearch Food &amp; Agribusiness North America</a>. Rabo Agrifinance is Rabobank Group's agricultural finance department in North America. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Don’t Fall Asleep Behind The Risk Management Wheel

Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets—including sugar, coffee and cotton—in the year ahead, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Softs Landing. Global production prospects, along with currency and geopolitical shifts provide the backdrop to Rabobank’s 2019 price outlook.   The content of this podcast is for information purposes only. Review our disclaimer here.

Carlos Mera and Charles Clack discuss what’s in store for soft commodity markets—including sugar, coffee and cotton—in the year ahead, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Softs Landing. Global production prospects, along with currency and geopolitical shifts provide the backdrop to Rabobank’s 2019 price outlook. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Soft Commodities Outlook for 2019: Trade War Turbulence, With Softs Landing

Michael Magdovitz and Charles Clack talk over the big price drivers for major grain &amp; oilseed markets in 2019, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Softs Landing. Trade wars, acreage shifts and major weather risks and just a few of the topics which come into the spotlight.   The content of this podcast is for information purposes only. Review our disclaimer here.

Michael Magdovitz and Charles Clack talk over the big price drivers for major grain &amp; oilseed markets in 2019, as highlighted in their latest report, Outlook 2019: Trade War Turbulence, With Softs Landing. Trade wars, acreage shifts and major weather risks and just a few of the topics which come into the spotlight. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

Grains & Oilseeds Outlook for 2019: Trade War Turbulence, With Softs Landing

Senior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East Asian palm oil industry. Palm oil production is set to decrease in South-East Asia post-2021, due to land moratorium and slow replanting.   The content of this podcast is for information purposes only. Review our disclaimer here.

Senior analyst Oscar Tjakra discusses the palm oil price outlook for 2018 and the latest developments in the South-East Asian palm oil industry. Palm oil production is set to decrease in South-East Asia post-2021, due to land moratorium and slow replanting. The content of this podcast is for information purposes only. <a href="https://research.rabobank.com/markets/en/footer/disclaimer.html" rel="nofollow" target="_blank">Review our disclaimer here</a>.

A Palm Storm is Brewing

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