We are on the brink of a long wheat thesis. Global wheat markets are tightening, and the dominoes are falling in ways that should catch everyone’s attention. The stars are aligning, or rather misaligning, in the major wheat-producing regions—Russia, Canada, Ukraine, and South America. Let’s break it down and see why this is setting up to be one of the biggest agricultural plays for the coming year.
© 2024 Tracy (chi)
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