Independent Strategy

Yet more agro in war

By any measure, grain and oilseed supplies are going to be justifiably tight for at least another year, particularly if the Russian invasion of Ukraine continues to reduce supplies and exports from there. Grain and oilseed demand is unrelenting as the world hungers for more food. It’s a bull market and not likely to change soon. We are staying long wheat, corn and soybeans, but also cotton, a key component of soft goods production.

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