Putting my thoughts together in a cohesive manner may prove difficult this week with all that is taking place around the world, both in and out of the commodity sector. Once in a generation events seem to be happening every other week. This leaves us trying to figure out what it all means, with many, me included, doing their best to guess what happens next.
For me, the dynamics of the current geopolitical situation are fascinating. We are seeing interesting shifts take place among nations in both political alliances and trade. With the US now just a piece of the global pie when it comes to grain and oilseed production, the developments around the world matter when it comes to price.
