Lief Chiang

Jun 19, 2024 | research.rabobank.com | Bruno Fonseca |Lief Chiang |Samuel Taylor |Dirk Jan Kennes

The inventory crisis that agrochemical companies worldwide have recently faced began in the early days of the Covid-19 pandemic, when a sequence of events sent asymmetrical supply and demand signals up and down an increasingly elongated, fragmented, and commoditized agrochemical supply chain. The industry was conditioned to mature demand cycles with low-single-digit growth.