About this episode

The episode discusses the decline in grain and oilseed prices and the shifting bargaining power in the market.

Join Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as bargaining power continues to shift from farmers to consumers. North American 2023 grain harvests are set to outpace demand and pad stockpiles, encouraging funds to take on heavy short positions. The risk premium is now largely in soybeans and South America, where more conducive weather (Brazil) and politics (Argentina) promise to deliver large supplies in 2024 and beyond. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer

People in this episode

Host: Rabobank RaboResearch Food & Agribusiness

Topics covered

• grain markets
• oilseed markets
• agriculture
• commodity prices
• market outlook

Keywords

• grain markets
• oilseed prices
• North American harvest
• soybeans
• Brazil
• Argentina
• 2024 outlook

Mentioned in this episode

Organizations: Rabobank, Agri Commodity Markets Research

Products: soybeans

Places: North America, Brazil, Argentina

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