Grain prices: Russian roulette

Report Date: 18th April, 2023

Given the supply-demand fundamentals, the current historically high grain prices are not going to fall back. However, slowing global demand growth this year may curb any significant upward movement. The joker in the pack is the Ukraine-Russia shipping deal. We remain long.

To read the full report - Login or Subscribe

Author: Independent Strategy

< Back|All Reports|< Previous Next >

In the Media

Further contraction of credit to ‘small America’

David Roche CNBC European Squawkbox 20/04/23

The four dilemmas

David Roche 20/03/23

A fault of the ECB is that it looks backward

David Roche CNBC Asia Squawkbox 17/03/23

How China’s shifting growth model will ‘disappoint’ global markets

David Roche CNBC European Squawkbox 07/03/23

Grain prices: Russian roulette

In the Media

Subscribe to our YouTube Channel