Energy Transition | AI | Shifting World Order, Mint Finance

Srinidhi Raghavendra

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>Recent acreage report shows benign planting figures and solid ending stocks for Corn sending its prices lower. Wheat also declined on higher stocks, while Soybeans rebounded.</li>
<li>Wheat faces headwinds &amp; tailwinds. Fundamentals are dragged down by favorable weather in exporting countries &amp; imminent US harvest; Strong US demand &amp; weak EU forecast has supported prices.</li>
<li>Soybeans appear well supported from an unlikely ally in Trump. Import Duty tit-for-tat could see China slapping duty on Soy imports.</li>
</ul>


Recent acreage report shows benign planting figures and solid ending stocks for Corn sending its prices lower. Wheat also declined on higher stocks, while Soybeans rebounded.
Wheat faces headwinds &amp; tailwinds. Fundamentals are dragged down by favorable weather in exporting countries &amp; imminent US harvest; Strong US demand &amp; weak EU forecast has supported prices.
Soybeans appear well supported from an unlikely ally in Trump. Import Duty tit-for-tat could see China slapping duty on Soy imports.


[CB 27/2024] Wheat & Bean Up on Improving Demand as Corn Tumbles on Benign Planting & Solid Harvest

Pranay Yadav

<ul>
<li>Depressed Soybean crush margin to deal a further blow to Soybean demand.</li>
<li>The outlook for Soy Meal and Soy Oil is better than the outlook for Soybean.</li>
<li>Important production guidance updates from CONAB and USDA this week. Expectations point to lower production and lower consumption. </li>
</ul>


Depressed Soybean crush margin to deal a further blow to Soybean demand.
The outlook for Soy Meal and Soy Oil is better than the outlook for Soybean.
Important production guidance updates from CONAB and USDA this week. Expectations point to lower production and lower consumption. 


[Counting Beans #7] Collapse in Crush Margins Yet Another Blow for Soybean

<ul>
<li>Soybean continues to face bearish outlook with supply surplus and lagging demand.</li>
<li>Soybean price reached a 2-year low this month, with some using the bargain prices as a buying opportunity.</li>
<li>US exports lag but recent uptick in large export sales suggests the availability of buyers at these prices.</li>
</ul>


Soybean continues to face bearish outlook with supply surplus and lagging demand.
Soybean price reached a 2-year low this month, with some using the bargain prices as a buying opportunity.
US exports lag but recent uptick in large export sales suggests the availability of buyers at these prices.


[Counting Beans #6] Soybean Outlook Remains Bearish but Bargain Buying Offers Support.

<ul>
<li>US Soybean futures have tumbled 4% from their close in 2023 due to favourable weather in Brazil as well as fading demand outlook in US.</li>
<li>Rainfall in Brazil has arrived in droves and remains strong this week but forecasts point to inconsistent rain next week.</li>
<li>CONAB and USDA reports this week should be watched for potential downward revisions in Brazil's production, following Safras e Mercado's lead.</li>
</ul>


US Soybean futures have tumbled 4% from their close in 2023 due to favourable weather in Brazil as well as fading demand outlook in US.
Rainfall in Brazil has arrived in droves and remains strong this week but forecasts point to inconsistent rain next week.
CONAB and USDA reports this week should be watched for potential downward revisions in Brazil's production, following Safras e Mercado's lead.


[Counting Beans #4]: Soybean Price Tumbles as Headwinds Prevail

<ul>
<li>Brazil’s weather forecast remains mixed on showers with heavy rains to arrive only in January. Rainfall in Brazil’s key agricultural region.</li>
<li>U.S. soybean net sales show a significant uptick, but recent lack of large export sales could signal a slowdown in demand.</li>
<li>Asset managers reduce long positions in soybean futures and options, showing a shift towards a bearish market outlook but prices remain resilient above USc 1,300.</li>
</ul>


Brazil’s weather forecast remains mixed on showers with heavy rains to arrive only in January. Rainfall in Brazil’s key agricultural region.
U.S. soybean net sales show a significant uptick, but recent lack of large export sales could signal a slowdown in demand.
Asset managers reduce long positions in soybean futures and options, showing a shift towards a bearish market outlook but prices remain resilient above USc 1,300.


[Counting Beans #3]: Soybean Price Remains Solid But Headwinds On The Horizon

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Soybean Active Contract (S A COMDTY)

[CB 27/2024] Wheat & Bean Up on Improving Demand as Corn Tumbles on Benign Planting & Solid Harvest

Corn prices down 3% last week. Wheat prices cropped up 1.65%. Soybean prices were up 1.79% on fears of trade war escalation.

Mint Finance

[Counting Beans #7] Collapse in Crush Margins Yet Another Blow for Soybean

Depressed soybean crush margin another blow for soybean demand, while soy meal and soy oil have a better outlook. Important production updates...

Mint Finance

[Counting Beans #6] Soybean Outlook Remains Bearish but Bargain Buying Offers Support.

Soybean prices hit a 2-year low due to surplus supply and weak demand, but recent export sales indicate potential buyers taking advantage of the...

Mint Finance

[Counting Beans #4]: Soybean Price Tumbles as Headwinds Prevail

US soybean futures drop 4% as headwinds prevail. Headwinds expected to persist but potential for a correction over the next week as traders watch...

Mint Finance

[Counting Beans #3]: Soybean Price Remains Solid But Headwinds On The Horizon

Soybean price remains strong above support levels but bearish factors on the horizon in the form of lower demand for US bean and higher supply...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[CB 27/2024] Wheat & Bean Up on Improving Demand as Corn Tumbles on Benign Planting & Solid Harvest

Corn prices down 3% last week. Wheat prices cropped up 1.65%. Soybean prices were up 1.79% on fears of trade war escalation.

Mint Finance

[Counting Beans #7] Collapse in Crush Margins Yet Another Blow for Soybean

​Depressed soybean crush margin another blow for soybean demand, while soy meal and soy oil have a better outlook. Important production updates...

Mint Finance

[Counting Beans #6] Soybean Outlook Remains Bearish but Bargain Buying Offers Support.

​Soybean prices hit a 2-year low due to surplus supply and weak demand, but recent export sales indicate potential buyers taking advantage of the...

Mint Finance

[Counting Beans #4]: Soybean Price Tumbles as Headwinds Prevail

​US soybean futures drop 4% as headwinds prevail. Headwinds expected to persist but potential for a correction over the next week as traders watch...

Mint Finance

[Counting Beans #3]: Soybean Price Remains Solid But Headwinds On The Horizon

Soybean price remains strong above support levels but bearish factors on the horizon in the form of lower demand for US bean and higher supply...

Mint Finance

Depressed soybean crush margin another blow for soybean demand, while soy meal and soy oil have a better outlook. Important production updates...

Soybean prices hit a 2-year low due to surplus supply and weak demand, but recent export sales indicate potential buyers taking advantage of the...

US soybean futures drop 4% as headwinds prevail. Headwinds expected to persist but potential for a correction over the next week as traders watch...