London, 20 December 2010

Macquarie's next detailed quarterly outlook, where they offer two-year forecasts for each of the agri markets, is scheduled for late-January 2011. But ahead of that Macquarie thought it would be useful to highlight some of the key risks facing each of the commodities next year. In this report, Macquarie provide in an easy-to-view table their base case view (which remains overwhelmingly bullish across the agricultural space for much of 2011), followed by another table that highlights the main risks – both bullish and bearish – for each commodity that could derail this view in the year ahead.

Download here:

Attachments:

Macquarie Agriview 12/10

303 Kb