Sean Modd from Modd Co Capital is back on the mic for part two of our agriculture commodities chat.

Today Sean talks about the risks of Ukraine swapping out wheat crops for sunflower seeds, why Russia needs the Odessa port, the two countries driving up Australia’s milk prices and the risks changing weather patterns mean for global agriculture.

Timestamps:
1:18 – The seaport favoured since Catherine the Great
5:50 – Ukraine may swap wheat for sunflower seeds this planting season
7:06 – Rising wheat prices have always led to a revolution
9:30 – Australia can feed itself but vulnerable to the global price of commodities
11:40 – India’s demand for ice cream is partly responsible
for driving up global milk prices
16:30 – US labour dairy cow shortages is adding pressure to
global milk prices
21:31 – Agriculture supply disruptions from La Nina and El Nino
24:51 - Genetically modified food will increase to offset changing weather patterns
28:33 – Fossil fuels that make up petrochemicals are an important part of agriculture
33:55 – The breakfast cocktail of choice
Part 1 with Sean can be found here:    • The intricacies of agriculture: Home ...  

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