Unless the commodity is directly involved with grain and oilseed demand bull conditions, it’s tough for other smaller commodities like mustard to indirectly and proactively adjust behavior. This is particularly true with mustard because of consumptive adversity due to less outdoor eating. The world still needs about 10,000t a month from Canada for export purposes and 5,000t a month for domestic use. With strong competing crop prices, it is not a foregone conclusion that Canadian mustard seeded acreage jumps in a meaningful way. What happens if people get vaccinated and start to become more socially active again into 2022?
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