GalaTime

• The 2007 Outlook for World Agricultural Commodity Markets

. . . for now it looks like the only way is up with all the institutions predicting significantly higher prices for the next 10 years than over the past decade.

• Orpheus CAPITALS: Special Agricultural Zones

Agro commodity prices have been depressed for many years, which is changing. And weather vagaries, if any, should only complicate the current situation. You cannot expect a mild disinflation scenario to last for decades, where just stock prices increase while essential commodity prices remain depressed.

• Marc Faber @ Bloomberg

Commodity markets aren’t particularly attractive . . . the exceptions are agricultural commodities including wheat, corn and soybeans, which may “easily double” in price as demand from China increases as urbanization and global warming reduces annual harvests.

Sugar stocks & farmland, anyone?

This entry was posted on Monday, May 28th, 2007 at 7:28 am and is filed under commodities. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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