Grains & Oilseeds Markets 2022, Singapore

Grain markets: The macro implications of COVID followed by a Black Sea crisis

An opportunity to review the impact of both COVID and the Russian crisis on world grain markets and ask if this is the full explanation of price movements or are there other more fundamental factors driving prices?

Overview

• First, a question.

• Long term price dynamics.

• Is there something else going on?

• Why this time might be a bit different.