Although measures to promote biofuels, especially in the US, have attracted a lot of attention and interest in specific commodities such as corn and soya beans, the case for a broad-based and prolonged bull run in soft commodities looks compelling.
On the demand side, population growth and rising living standards in the developing world are creating huge increases; on the supply side, production growth is constrained.
The world’s population is increasing by 80 million people a year, equivalent to the population of Germany, and meat consumption is rising at twice the population growth rate – an important factor given that it takes seven grams of grain to make one gram of meat.
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