BMI View: Overall, we see the most potential for growth for the soybean, livestock and coffee industry overthe medium term. This is because of a shift in food consumption growth towards Asia for these items, whiletraditional buyers'' demand will experience only subdued growth. We are positive about the sugar canesector as a whole, as we see strong sugar cane production growth over the rest of our forecast period. Thisgrowth will benefit the ethanol industry first as ethanol economics are now favourable to biofuelsproduction at the expense of sugar. In the short-term, we flag risks that the current record grain harvestwill encounter problems at the export stage because...
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