With the World shortage of sugar staring us down the barrel, The place to be in commodities is definitely softs this year.
Coffee is in a similar situation, Robusta is in short supply.
Yellowcake has given his treatises on the subject many times, so I won't elaborate.
Sugar has gone up over $100 a tonne since the beginning of the year. My bet is this is the beginning of a run that could take us up to $1000 a tonne over the coming months.
