POINTERS ON THE PRICE TRENDS:
Coming out of Covid-19 - What is the Agriculture Outlook for 2020 and Beyond?
Ms Emily French
Ms. Emily French is an experienced trader, analyst, broker and presently the founder & managing director of ConsiliAgra. Her passion for agriculture started early-childhood on a farm in north Idaho through earning a degree in Agricultural Business at Washington State University to starting her professional career with Cargill in 1996. Following Cargill, Ms. French worked for the U.S. Grains Council and World Perspectives in Washington, DC. She shifted to investment banking and OTC markets with National Australia Bank and Macquarie Bank. In early 2009, Emily left Macquarie to form ConsiliAgra – a brokerage and strategy group covering the world agricultural commodity markets, specializing in grain and oilseeds. Clients include flour mills, feed mills, ethanol plants, hedge funds, crush plants and investment banks. When not on an airplane, Ms. French resides in the mountains of the Pacific Northwest and can always be reached at: efrench@consiliagra.com
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.
REGISTER OR LOGIN TO VIEW FULL REPORT
REGISTER OR LOGIN TO VIEW PRESENTATION SLIDES