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The relationship between China, Brazil and the US when it comes
to the global soybean market outlook is critical, as a considerable
increase in demand is expected from China, and Brazil and the US
will compete to satisfy this.
The timing of this demand surge is critically important, whether
Brazil could fulfill this in early 2021, or is there a possibility
that we could see record large soybean exports out of the US.
Analysis of the latest US soybean balance sheet outlook is key
to determining whether these developments could create price
volatility unseen for a number of years.
In this webcast, Emerson Wohlenberg, Senior Consultant and part
of IHS Markit's Agribusiness Consulting group, joins Peter Rohde,
Vice President of Client Advisory and Development, to discuss this
topic and IHS Markit's expectations of its impacts.
