CHAPTER 11

Agriculture and Softs

Grains, oilseeds, coffee, sugar, cocoa, rubber and livestock

Opening question

“Vietnam is one of the largest exporters of rice and robusta coffee. What drives these prices?”

In this chapter

What makes farm commodities different from energy and metals
The main grains and oilseeds: corn, wheat, soybeans and rice
The softs: coffee, cocoa, sugar, cotton and rubber, plus livestock
Seasons, the crop calendar and the official reports that move prices
The stocks-to-use ratio, with a worked example
How export bans, biofuel rules and stockpiles shape prices
Vietnam's agricultural exports and what world prices mean for farmers
How an exporter hedges with futures and options

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This chapter is in the full book

Chapter 1 is free to read online. The full text of chapter 11 — with its tables, figures, worked examples and practice lab — is available in the complete edition of Commodity Investing: From Theory to Practice (Volume 2, NXW Investment Library).

Read Chapter 1 free Get the full book — contact@nxw.vn

Sections of this chapter

11.1 Food, feed, fibre and fuel

11.2 Grains and oilseeds

11.3 Softs: coffee, cocoa, sugar, cotton and rubber

11.4 Livestock and other farm markets

11.5 Weather, seasons and the crop calendar

11.6 Stocks, crop reports and price spikes

11.7 Policy: export bans, biofuels and stockpiles

11.8 Vietnam's agricultural commodities

11.9 Hedging for exporters

11.10 Investing in agriculture

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