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    DEMAND: THE INVISIBLE & THE UNPREDICTABLE…

    01 Jun 2023
    We know the commodity market theory: high prices kill demand and boost supplies. When markets went to the roof in 2022, we therefore alerted of a potential price drop in 2023. However, according to the latest data, we might be witnessing the strongest drop in household food consumption for the last 40 years. Consequently, stocks are building and prices are dropping historically fast. Let's review the demand side of the equation...

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