As a FMCG expert, I was engaged by one of the big three Aussie...

As a FMCG expert, I was engaged by one of the big three Aussie retailers to source Oranges from Israel, despite being 5x the price. When asked why, I was explained of a major upcoming citrus shortage.

According to industry experts, America and Mexico had supply shortages due to disease and inclement weather, Brazil also bad weather. China eats most of the citrus up.

My opinion, is to expect paying 5x the price for your oranges, similar to the Banana hike a few years back.

The bad weather in QLD, and excessive rain in NSW will mean Australian shortages. as far as food commodities go, buy up orange assets. Avoid Fresh Concentrated OJ contracts, consumption of FCOJ has declined over time, due to high sugar content. People are opting for Fresh OJ.

This is my assessment and experience and in my opinion, DFM is a good way to capitalize off this.

Look forward to your feedback and assessment.