Well, there's a lot behind Egyptian food problems beyond trade policy. That's a really deep issue and quite interesting on its own. I merely mean that economically the supply side is harder to manage at a board/national…
Management boards have not worked historically. One example might be the Australian Wheat Board. A second example is the Canadian Wheat Board. On the supply side production management has not proved successful that I'm…
This is Financial Times, so paywall. https://www.ft.com/content/0b02085d-d5b2-351d-81a2-1135025d0... But google 'Bunge agriculture industry consolidation' (to be clear, I have no association with Bunge) The entire…
Yes. In 2008 and 2011 there was shortage (weather issues) and price spikes. Farmers around the world -- from Ukraine to Brazil to the US -- made a huge amount of money and invested in technology (new farm equipment,…
Are you actually serious to provide local weather conditions to your analysis? Weather in Wisconsin was X, here in Missouri the hay price is Y. (Hay I might add is not a food input nor a cash crop.) Really?…
I'm a global grain trader living in Geneva Switzerland, where somewhere around 50% of global raw food materials are traded. Trust me when I say this is real. There's been a massive over supply of agriculture products…
Well, there's a lot behind Egyptian food problems beyond trade policy. That's a really deep issue and quite interesting on its own. I merely mean that economically the supply side is harder to manage at a board/national…
Management boards have not worked historically. One example might be the Australian Wheat Board. A second example is the Canadian Wheat Board. On the supply side production management has not proved successful that I'm…
This is Financial Times, so paywall. https://www.ft.com/content/0b02085d-d5b2-351d-81a2-1135025d0... But google 'Bunge agriculture industry consolidation' (to be clear, I have no association with Bunge) The entire…
Yes. In 2008 and 2011 there was shortage (weather issues) and price spikes. Farmers around the world -- from Ukraine to Brazil to the US -- made a huge amount of money and invested in technology (new farm equipment,…
Are you actually serious to provide local weather conditions to your analysis? Weather in Wisconsin was X, here in Missouri the hay price is Y. (Hay I might add is not a food input nor a cash crop.) Really?…
I'm a global grain trader living in Geneva Switzerland, where somewhere around 50% of global raw food materials are traded. Trust me when I say this is real. There's been a massive over supply of agriculture products…