Healthy Harvest of Wheat Expected in Russia and Ukraine, Says Menker

The video discusses the volatility in commodity markets, focusing on the roles of Russia and Ukraine in global wheat and sunflower oil supply. It highlights the impact of upcoming harvests and supply chain dynamics, particularly in the Middle East and North Africa. The discussion also covers the long-term effects on supply chains and inflation, emphasizing the structural shifts in the market due to supply and demand shocks.

How do supply and demand dynamics impact commodity pricing in the current market?

What challenges do grocery stores face in relation to high commodity prices?

What structural shifts in the market are contributing to the current pricing trends?