Perfect Storm Brewing for US Farmers: Trade, Droughts, and Global Crop Threats Converge as Commodity Supercycle Kicks Off
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Chinese trade challenges are impacting US farmer demand and basis levels as China diversifies suppliers.
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The 100 year drought cycle forecast for 2023-2025 means hotter, drier weather ahead. Positioning recommends locking in upside price protection.
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Record low Mississippi River levels are weakening basis and could impact yields if moisture isn't replenished.
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Brazil is experiencing its driest start to monsoon season since 1902, threatening soy and corn crops.
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We are likely in the early stages of a 10-15 year commodity supercycle driven by climate, geopolitics, and economic cycles.