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Rabobank’s Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply and trade war troubles, what might undermine that upside, and what this means in the context of Australia’s 2019/20, again, drought-affected grain harvest. This episode also appeared on our sister podcast RaboResearch Food & Agribusiness Australia/New Zealand The content of this podcast is for information purposes only. Review our disclaimer here. |
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