Rabobank's Global G&O Strategist, Stefan Vogel, joins Australian-based Senior G&O Analyst Cheryl Kalisch Gordon to talk grains. They discuss where we expect upside in a market burdened by supply and trade war troubles, what might undermine that upside, and what this means in the context of Australia's 2019/20, again, drought-affected grain harvest.

This episode also appeared on our sister podcast RaboResearch Food & Agribusiness Australia/New Zealand

Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer