USDA WASDE: US Farmers Carry a Heavy Burden

Rabobank’s take on the USDA’s May WASDE is that it considers WASDE’s initial forecast highly speculative given fast-moving geopolitical, price and planting developments. The focus remains on the US-Chinese trade war, ASF’s bearish impact on demand, and the growing supply prospects from South America, Europe & FSU.

Download previous editions

  • Stefan Vogel

    Global Strategist - Grains & Oilseeds; Head of Agri Commodity Markets
    Read more
  • Carlos Mera

    Senior Analyst - Agri Commodity Markets
    Read more
  • Michael Magdovitz

    Commodity Analyst
    Read more

Contact

RaboResearch Food & Agribusiness

PO Box 17100 (UC 053) 3500 HG Utrecht, The Netherlands