Tightness in Grain Markets
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..
“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..
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..
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...
Stay informed with
Natural Resource
Market Insights
Goehring & Rozencwajg Associates, LLC. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment advisor or to invest in a fund.
This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Investments concentrated in natural resources involve a higher degree of risk than more diversified strategies. Past performance is no guarantee of future results.
Goehring & Rozencwajg Associates, LLC © 2023
ADV Part 3 - Form CRS | Cookie Policy | Privacy Policy