The world is in the midst of full-blow pandemic with great uncertainty. The only thing that certain is its impact on everyone and everything.

When will we slowly return to normal in a recovery or rebound and what is the new normal?

What does agriculture world look like POST-COVID versus what had been the more norm of a PRE-COVID world?

Are we in the midst of what had been a more “just-in-time” inventory strategy to an evolution towards a “just-in-case” procurement strategy?

Do we see exporting countries becomes more food security sensitive – namely, the Black Sea?

Geo-politically, the China-U.S. trade relationships remains highly volatile given the U.S. Presidential election in November and what happens with the Phase I trade agreement?

How will all this impact the massive protein gap that exists in Asia?

Ms. French will give an overview of the global grain & oilseeds complex landscape with particular focus on those demand growth engines that were adversely impacted by COVID and where supply chain risks may lie. What are the known knowns and where or what are the greatest price risk threats to world importers as the markets trade at multi-year / decade low price points?

The presentation will include a look at the northern hemisphere planting and production cycle that is underway, in addition to key price relationships that will influence global trade flows.