Commodities

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

Riparian Capital Partners managing partner Michael Blakeney said there is ‘no shortage of opportunities’ for investors but some processes may take a longer to execute due to current restrictions.

Interest from institutional investors and private equity remains strong in Australian agriculture despite difficult conditions because of a belief in the asset class’ ‘long-term thesis’.

The California start-up’s product launch will be led by its fall armyworm pheromone, which has spread from the Americas to Asia and Africa.

ABARES forecasts that sharp falls in livestock production and summer crops will lead to farm production volume dropping by 15% next year, hitting lows not seen in more than a decade.

Rural Bank warns that the outlook for 2019-20 is ‘mixed’ and impressive growth in cattle exports this year was largely driven by an increase in production due to drought-induced destocking.

A lack of available land has kept prices high during the drought in Austraila’s eastern states, but that may change as some investors lose patience and look to cash out.

SCRIPT has been enhanced to enable South East Asian banks better manage the negative environmental and social impacts of beef, soy, palm oil and seafood production.

The outlook for Brazil’s sugar and ethanol sector remains bleak, Fitch says, with more defaults and bankruptcy filings expected.

The latest ag economic survey from Purdue University and CME Group shows that producer optimism continues to climb further into record territory despite mixed views on commodities prices and limited confidence in farm financials.