IF AWB and Futuris go under watch for a major impact on area sown to crops in 2009. Lines of credit could possibly be recalled idling those farms. Wheat payments still pending could evaporate and devastate those still owed money and drive debt to equity raios into the uncomfortable zone for other lenders in the sector forcing foreclosures or asset sales. All bullish for prices of food in the longer term but bearish for most agricultural equities. It is an unfolding drought of funding. Food production is impossible without credit.
