RaboResearch Food & Agribusiness Australia/NZ

Rabobank’s Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply and trade war troubles, what might undermine that upside, and what this means in the context of Australia’s 2019/20, again, drought-affected grain harvest.