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The Ukraine Metacrisis and Its Impact on Agri Commodity Markets
Manage episode 407129299 series 3558065
Kandungan disediakan oleh RaboResearch Agri Commodities and Rabobank RaboResearch Food. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh RaboResearch Agri Commodities and Rabobank RaboResearch Food atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.
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