4-5


Dominic Enston War in the breadbasket of Europe: The effects for grain and oilseed markets On Wednesday the 23rd of February, a full scale war on the European continent seemed an unprecedented and extreme suggestion by many in both the EU and Kyiv.


6-7


Jonathan Kingsman The Fourth Agricultural Revolution Agriculture is the most healthful, most useful and most noble employment of man. George Washington, 1st US President.


8-9 Howard Jenkins The sugar conundrum It has been a tumultuous time since Russia advanced into the Ukraine on the 24th February after weeks of speculation on Putin’s intent. Unsurprisingly, the markets have reacted violently to the conflict with energy prices rocketing.


10-13 Guillaume Perret Coal Outlook 2022: A 2-tier market emerges, as EU energy transition doubts persist


14-17


James Cook Oh NO3 - Will high fertiliser costs abate? The UK fertiliser market is a relatively mysterious affair, with typically little interest from those uninvolved. So much so that in September 2021 main stream media branded some fertiliser manufacturers as CO2 suppliers, a by-product of fertiliser production.


19-21 Marc Ostwald ‘Safe Assets’: Time For A Rethink? ‘Unprecedented’ would appear to be the watchword of this third decade of the 21st Century, just as much as ‘disruption’ has been for the century to date.


22-23 Alberto Peixoto


Sugar is Food and Energy We ended 21 in a positive note for Sugar with decent prices for producers and an expectation of greater trade-flow for 22.


24-25 Eddie Tofpik Trading in the Clouds… Is the Silver Lining in the Clouds… there?


26-27


Jonathan Kingsman What does it take to be a trader? While researching my latest book, I asked some of the world’s leading agricultural commodity traders what qualities they looked for in a trader.


28 29 30 31


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3 | ADMISI - The Ghost In The Machine | Q1 Edition 2022


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