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- Doubts on official forecasts US and China.
- Weather in Southern Hemisphere.
- Setbacks in Black Sea region.
- Battle for acres.
http://www.rabobank.com/content/news/news_archive/062-Fivemajorrisksforworldgrainmarkets.jsp
Five major risks for world grain markets
In a report entitled ‘Where Next for Grains?’ Rabobank Food and Agri analysts outline five major risks facing world grain markets in the coming months. Rabobank does not at this stage believe that the world is re‐entering a 2007/08‐type ‘food crisis‘ scenario. But significant risks in the U.S., China, Russia and the Southern Hemisphere could push grain prices higher over coming months.
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