Cooking Oil Shock [Strategy]


Seems like every other week there's been a major shock to one supply or another in the Cooking Oil world. Between Sunflowers in Ukraine, general climate shenanigans and the Indonesian Palm Oil Export Ban there is going to be a MAJOR crunch in the global food economy. How are y'all trading?

My thoughts have been domestic (US) companies who may increase sales within the country in response to growing prices and crop isolationism. Maybe some chemicals or agricultural company who have been working on synthetic cooking oils.


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