One of the greatest changes we have seen to the market in recent weeks, and one that will become more of a factor as we move forward, is food security. 

Many countries around the world saw their food supplies dwindle in recent months as the coronavirus disrupted global logistics. This was especially the case for countries that tend to go hand to mouth for coverage, with China being the main one.

While China has been the world’s leading commodity importer for several years, we may...