Investec’s Commodity Indicator

Who Will Benefit From Multi-Year Low Prices in Grains?

Date:

Who Will Benefit From Multi-Year Low Prices in Grains?
Foto: Wheat by Martin Abegglen. ¿Quién sacará mayor provecho a la cosecha record de grano prevista para 2014?

Author: Fórmate a Fondo

  1. American farmers planted more acres and yield prospects now hold great promise after near-perfect weather.
  2. Investec believes that US yields per acre of corn harvested can rise surpassing the last record set in 2009.
  3. The informational advantage
 that will come with the analysis of ‘Big Data’ in the farming industry could be significant
  4. Owners of infrastructure assets in the supply chain should be very profitable
  5. The feed industry, animal protein producers, food ingredients and ethanol, should experience a tailwind from reduced costs
  6. Importer countries from the Far East, the Middle East and North Africa, will benefit from these lower prices