Akeaways

• Changes in the renewable diesel protocol are needed to sustain the soybean crush margin.
• Imports of used palm oil are taking away market share from bean oil, impacting the soybean market.
• Building strategic reserves for wheat is important given the tight supply situation.
• The hurricane season could have an impact on agricultural markets, particularly for cotton, orange juice, natural gas, and potentially rice.

Chapters

00:00 Introduction and Background

01:23 Sustaining the Soybean Crush Margin

03:14 The Impact of Palm Oil Imports on the Soybean Market

07:13 The Importance of Building Strategic Reserves for Wheat

11:48 The Potential Impact of Hurricanes on Agricultural Markets

18:09 Conclusion

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