ODA Connect - Weekly Editorials

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All editorials (36)

WILL INPUT COST INFLATION IMPACT UK & WORLD CROP PRODUCTION?

DESPITE HIGHER US PRODUCTION FORECAST, PRICES REBOUND AMID TIGHT FUNDAMENTALS, STRONG INTERNATIONAL DEMAND AND ONGOING DRY CONDITIONS IN BRAZIL & ARGENTINA.

MARKETS CONSOLIDATE AS US HARVEST AND SOUTH AMERICAN DRILLINGS ARE LOOMING.

LA NINA: ANOTHER THREAT FOR 2021/22 SUPPLIES?

WHEAT MARKETS: A SUDDEN CHANGE OF FORTUNE.

IT WILL TAKE AT LEAST ONE MORE CROP CYCLE TO CURTAIL PRICE INFLATION.

A VERY BULLISH AND GEOPOLITICAL USDA REPORT.

A (BULLISH) WHEAT STORY IS DEVELOPING…!

WEATHER RISKS ARE STILL “ON”. STAND BY OR STARTING BLOCK?

WINTER CROPS HARVEST IS UNDERWAY. RISK IS STILL ON IN NORTH AMERICA. VOLATILITY AND UNCERTAINTY PREVAIL.

LOW STOCKS AND ONGOING PRODUCTION RISKS SET A FLOOR TO ANY PRICE DOWNSIDE.

LOW STOCKS + US WEATHER = PRICE ROLLER COASTER!

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