Even though market participants are focused on grains supply, we believe the demand outlook – especially for feed grains and biofuel – will be the key market driver in the next 12 months. Stocks of wheat, corn and soy are at multi-year highs after a record harvest in 2008/09, providing a buffer in case of either a sudden surge in demand or a weather-related supply shock. Nonetheless, currency or oil price movements could result in higher volatility for grains...
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