Grains 02 (Jan 14 - Dec 26)

[behappyalways]

Top Putin Aide Predicts "Global Famine" By The End Of This Year
https://www.zerohedge.com/geopolitical/ ... e-end-year

[winston]

Analyst Warns World Has Just ‘Ten Weeks’ of Wheat Supplies Left in Storage

By Jack Phillips

Ukraine and Russia both produce close to about a third of the world’s wheat.

“It is important to note that the lowest grain inventory levels the world has ever seen are now occurring while access to fertilizers is highly constrained, and drought in wheat growing regions around the world is the most extreme it’s been in over 20 years.

Similar inventory concerns also apply to corn and other grains. Government estimates are not adding up.”

Droughts across the world are contributing to wheat shortages. Fertilizer shortages and other weather issues have added fuel to the fire.

49 million people in 43 nations are “knocking on famine’s door.

Source: Epoch Times

https://www.theepochtimes.com/analyst-w ... 2022-05-23

[behappyalways]

俄烏戰爭帶動通膨 糧食保護主義蔓延全球 TVBS文茜的世界周報-歐洲版 20220521
https://m.youtube.com/watch?v=hFfkE9E0YYk

[winston]

Wheat

Benchmark wheat futures have surged about 50% this year due to Russia’s invasion of Ukraine, bad weather and export curbs by India and Kazakhstan.

This has helped drive a 17% gain in the shares in Australian food ingredient trader GrainCorp Ltd, versus a 15% drop in MSCI Inc’s global equity gauge.

Meanwhile, firms using the commodity as an ingredient such as Japan’s noodle maker Nissin Foods Holdings Co and India’s bread and biscuit manufacturer Britannia Industries Ltd look vulnerable.

In the US, Truist Securities analyst William Chappell lists Krispy Kreme, alcoholic-beverage company MGP Ingredients Inc and packaged-food firm Flowers Foods Inc, as some of the companies under his coverage with the biggest exposure to wheat prices.

Source: Bloomberg

https://www.theedgemarkets.com/article/ ... tectionism

[behappyalways]

US Farmer Sentiment Dives As Ag Input-Costs Skyrocket
https://www.zerohedge.com/commodities/u ... -skyrocket


China announces bumper wheat harvest amid looming global food crisis caused by Ukraine war
https://m.youtube.com/watch?v=FBVtgqIYFqg

[behappyalways]

"We're Barely Making It": Furious Farmer Goes Viral Explaining Why Food Prices "Are Going To Go Up"
https://www.zerohedge.com/economics/wer ... e-going-go

[behappyalways]

Satellite Imagery Shows Global Crop Declines – Except For Russia And China
https://www.zerohedge.com/commodities/s ... -and-china

[behappyalways]

肥料太貴另有替代品 回收尿液灌溉農作物｜TVBS新聞
https://m.youtube.com/watch?v=3ti4IK89Ies

[behappyalways]

World food prices post biggest decline since 2008 in July
https://www.theedgesingapore.com/news/c ... -2008-july

[behappyalways]

"Situation Is Really Precarious": World's Largest Rice Exporter Faces Output Decline Amid Heatwave
https://www.zerohedge.com/markets/situa ... d-heatwave