Sterling Liddell

Jan 31, 2024 | research.rabobank.com | Pablo Sherwell |Sterling Liddell

Farm economics, consumer trends, macroeconomics, and policy will be the major forces reshaping the North American food & agribusiness sector as we move towards 2020. The objective of this paper is to introduce some our long-term views for the next three to five years that include:In 2017/18, U.S. row crop farmers have a 75 percent probability that returns will be less than total debt.

Jan 27, 2024 | research.rabobank.com | Stephen Nicholson |Sterling Liddell

The U.S. flour milling is consolidating which is creating new opportunities and more competiton. How are changing consumer preferences driving the industry towards cost cutting, new strategies, more efficieny and consolidation? Recent consolidations do not spell doom for the U.S. flour milling sector.

Dec 28, 2023 | research.rabobank.com | Stephen Nicholson |Sterling Liddell

While Rabobank expects prices in the soybean complex to come down from current levels due to long-term bearish fundamentals, the need to ration an alarmingly tight 2013/14 crop is likely to introduce upward price volatility over the next three months. Highlights of the report include: Long-term prices in the soybean complex are expected to drop, but short-term bullish factors could result in a summer price surprise.

Nov 26, 2023 | research.rabobank.com | Sterling Liddell |Al Griffin |Stephen Nicholson

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