Buy Opportunities With Tightening Global Agriculture Markets

Feb. 19, 2022 1:44 AM ET, , , , , , 4 Comments
Albert Goldson
482 Followers

Summary

  • Food commodity prices to soar if Russia invades Ukraine, Europe’s breadbasket; it will control 30% of global grain production.
  • Russia may restrict Ukrainian agricultural exports just as they could with Russian energy to Europe.
  • Global agricultural markets may not have fully priced in the war risk.
  • Present-day supply chain troubles and projected near future lower crop yields have fueled food price inflation.
  • The high risk of agricultural production and export shortfalls represent buying opportunities in this sector.

Harvesting machine approaching wheat

jodie777/iStock via Getty Images

Potential Agricultural Supply Shortfalls on World Markets

As Russia’s military is at the cusp of conducting a hostile takeover of Ukraine, energy and gold prices are soaring as I forecast in my SA article published 16 January 2022 Energy and

This article was written by

482 Followers
Albert Goldson is Executive Director of Indo-Brazilian Associates LLC, a NYC-based boutique think-tank and global advisory firm that provides counter-intuitive, contrarian, and often prescient, over-the-horizon geopolitical risk assessments and investment strategies. A former Public Policy Maker and US DHS officer, Mr. Goldson’s memberships in a wide-spectrum of professional organizations gives him access to influencers and decision-makers at the highest levels which include the Hedge Fund Association, Association of Former Intelligence Officers, American Society of International Lawyers and NY International Arbitration Center.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of WEAT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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