A Lot More Upside for Wheat Prices, Says CBA's Gorey

The video discusses the impact of the Russia-Ukraine conflict on global agricultural commodities, particularly wheat. It highlights the potential supply shortages and price increases due to disrupted logistics and sanctions. The discussion also covers the role of alternative markets like India and the impact on edible oils, emphasizing the broader implications for global food supply chains and consumer price inflation.

What are the implications of Russia and Ukraine being significant exporters of agricultural commodities?

How does the timing of the invasion in February affect the agricultural exports from Russia and Ukraine?

What challenges does Ukraine face in harvesting its crops due to the ongoing conflict?

Discuss the potential impact on global wheat prices if Russia and Ukraine are unable to export their crops.

What role do alternative markets, such as India, play in countering the wheat shortage caused by the conflict?

How are edible oils affected by the conflict, particularly in relation to Malaysia and Ukraine?

In what ways could the ongoing conflict lead to inflation in consumer prices globally?