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    SHOULD NEW CROP GRAIN PRODUCTION BE CONSIDERED AT RISK?

    23 Apr 2026
    Fertiliser supply disruption is becoming a real issue, not just a price story. Argentina and Australia already show signs of stress, while US corn planting decisions remain uncertain. Combined with increasing weather risks, the outlook for 2026/27 production is becoming more fragile. Markets may be approaching a turning point, with a bullish bias developing...

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