Having removed our longstanding longs in grains in July (Food, the war commodity, 14 July 2022) after the agreement between…
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We have been long agricultural commodities (corn, wheat, soyabeans) since 18 January 2021 (see our report Buying food). Prices have…
The latest WASDE report by the US Department of Agriculture supports our long position in wheat. There is further upside…
Environmentalism and sustainability are unstoppable forces. But some investors remain slow to embrace the change. Thus far most effort has…
