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The other comes from western Canada, home to the farmers who grow the oilseeds that go into margarine.
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Rogers says "soft" commodities like grains, oilseeds and fabrics, which have generally not shared in the boom, are likely to outperform.
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The index, which tracks the prices of a basket of cereals, oilseeds, dairy, meat and sugar, has risen for six consecutive months.
FORBES: High Commodity Food-Price Decade Challenges All Global Managers
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Due to rising energy costs, prices for food traded internationally increased almost 60% during the first half of 2008, with basic staples such as grains and oilseeds showing the largest increases.
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Cargill, which is privately owned, has been doing business since 1986 in Venezuela, where its operations include oilseed processing, grain and oilseeds trading, animal feed, salt, and financial and risk management.
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As most of India's agricultural land depends on rainfall rather than irrigation, variations in monsoon's arrival date can throw into disarray plans for sowing summer crops such as rice, sugar cane, cotton and oilseeds.
WSJ: Monsoon Rains Arrive Over India's Mainland