Plenisfer I From the volatility of soft commodities to the possible structural opportunities of agritech

In Short

Plenisfer Commentary addressesthe volatility of soft commodities to the possible structural opportunities of agritech

On the one hand there were significant price declines among some of the main cereals, which fell by an average of 40%, on the other hand, selected commodities such as cocoa (+60%) or sugar (+52%) have recorded a strong performance.

The market remains characterized by high volatility, with performance reflecting production trends connected to extreme or cyclical meteorological phenomena - such as the periodic return of El Niño -, but also to cyclical factors, such as the restriction of grain supply due to the war in Ukraine.

 

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From the volatility of soft commodities to the possible structural opportunities of agritech
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