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The Ukraine Metacrisis and Its Impact on Agri Commodity Markets

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Manage episode 407129299 series 3558065
Content provided by RaboResearch Agri Commodities and Rabobank RaboResearch Food. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RaboResearch Agri Commodities and Rabobank RaboResearch Food or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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&A research website for more information.

  continue reading

87 episodes

Artwork
iconShare
 
Manage episode 407129299 series 3558065
Content provided by RaboResearch Agri Commodities and Rabobank RaboResearch Food. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RaboResearch Agri Commodities and Rabobank RaboResearch Food or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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&A research website for more information.

  continue reading

87 episodes

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