Global Agriculture
General Thoughts: US ethanol production has been strong in 2024, and a new weekly production record was set in November – this has helped support
December 18, 2024
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General Thoughts: US ethanol production has been strong in 2024, and a new weekly production record was set in November – this has helped support
General Thoughts: The S&P 500 Fertilizer & Agricultural Chemical Equity index has underperformed YTD, and the highlighting of cautious views for 2025 following expectedly weak
General Thoughts: The agriculture market has faced a challenging 2024 amid weak crop prices and trade concerns – we take a more constructive view of
General Thoughts: The decarbonization of crop inputs and related sustainability efforts play a vital role in the global decarbonization of agriculture; however, input supply growth/low
General Thoughts: US corn and soybean prices have fallen to YTD lows in August, but soybean values have fallen relative to corn, potentially putting in
General Thoughts: The S&P 500 Fertilizer & Agricultural Chemical equity index has underperformed in 2024, but several factors have partly offset crop market weakness to
General Thoughts: We view the maturing of the seed trait and crop protection industry as beneficial to distributors and farmers but negative for global seed
General Thoughts: We anticipate increased competition for crops to favor farmer income and spending on inputs, though this setting suggests raw material headwinds and higher
General Thoughts: US corn production has been rangebound during the past ~10 years, suggesting that absent a supply boost this decade rising bioproduct demand will
General Thoughts: Recent crop price strength, following a period of weakness from multi-year highs in 2022, is signaling farmer income may have found a floor,
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