date:Apr 01, 2014
rower and exporter, may tilt the global market into a supply deficit, ending four years of surpluses, according to Keith Flury, an agricultural strategist at BNP Paribas SA.
When you have big shocks to inventory, the amount of time that it takes to replenish them can be lengthy, said Nelson Louie, global head of commodities at Credit Suisse Asset Management, which manages $11.7 billion. While the expectation is there will be a supply response, the question is, over what timeframe?