Quarterly review


  • Editorial 01

    Inflation and conflict are at the centre of our analysis this quarter as we explore, from the unique perspective of the commodity markets, how much of the recent run up in prices is structural rather than temporary. First Covid, then the invasion of Ukraine have clearly supported whatever inflationary forces were building in the global economy…

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  • News 01

    Cargill inaugurated a new corn wet mill in Pandaan, Indonesia on September 8. The $100 million facility was built during the pandemic and is for the production of corn based starches and sweeteners for Indonesia and international markets. An ongoing La Nina climate phenomenon may extend into its third year and disrupt crop production particularly in the US. This comes at the worst possible time when global grain prices have already touched record highs…

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