Guest Writer

The water-hungry crop’s high-value returns have attracted investors but California’s need to manage its water supplies presents a challenge, says agribusiness investment veteran Shankar Athreya.

The imbalance between supply and demand that is partly a hangover from the global financial crisis is expected to narrow over the next decade and timber prices should benefit, says Domain Timber Advisors’ Jack Izard.

From tight soybean supplies in 2021-22 to the impact of the Suez Canal blockage, lead analyst Libin Zhou outlines the key market trends.