Corn
12/10/2021
“Food Supply Chains Are Buckling as World Runs Short of Workers” Bloomberg, September 2, 2021“Ruined Brazil Harvest Sparks Food Inflation Everywhere” Bloomberg, September 28, 2021 First appeared in...
07/23/2021
In our Q4 2020 letter, we discussed how China had emerged seemingly overnight as one of the world’s largest corn importers. While China had become a large importer of soybeans 20 years ago, its corn...
07/08/2021
Given low ending stocks, both corn and soy are extremely susceptible to any disappointments in plantings, harvest, or weather. As the 2021–2022 season gets underway, problems have already developed....