Archive: Grain and Oilseed Markets Disrupted by Covid-19 and Energy

Two black swan events, Covid-19 and the dramatic decrease in energy demand, have disrupted the agricultural markets. AgResource president Dan Basse discusses this unprecedented situation and its implications for the future.

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Topics covered by Dan Basse include:

  • Impact of June 11 USDA crop production report
  • Food supply chain impacts
  • Crude oil’s effect on ethanol prices and demand destruction
  • Will the China Phase 1 trade deal help?
  • Fallout from the livestock sector
  • Price implications going forward