Agricultural Products

Record global grain production will continue to pressure commodity prices, posing a headwind for crop nutrient producers as it leads to heightened price sensitivity amongst growers. We see ag processors being better positioned as ample global crop supplies provide an ability to achieve higher asset utilization rates, offers better basis and carry opportunities, and lowers input costs for the company's downstream operations.

Top Picks:

  • Bunge Limited (BG)
  • Monsanto Co. (MON)

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