Energy Transition | AI | Shifting World Order, Mint Finance

Pranay Yadav

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>Wheat prices are experiencing a significant resurgence due to extreme weather events and global supply-demand imbalances. Price is 22% higher over the past month. </li>
<li>May WASDE report indicates a positive outlook for global wheat production despite recent weather challenges, suggesting potential underestimations in global supply disruptions. </li>
<li>The anticipated shift to La Niña, coupled with historically low stocks-to-use ratios, threatens global wheat supply, heightening the potential for increased market volatility and price spikes.</li>
</ul>


Wheat prices are experiencing a significant resurgence due to extreme weather events and global supply-demand imbalances. Price is 22% higher over the past month. 
May WASDE report indicates a positive outlook for global wheat production despite recent weather challenges, suggesting potential underestimations in global supply disruptions. 
The anticipated shift to La Niña, coupled with historically low stocks-to-use ratios, threatens global wheat supply, heightening the potential for increased market volatility and price spikes.


Harvest Headwinds: Extreme Weather and Wheat's Price Surge

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

<ul><li>Global wheat prices have been defying expectations and have continued on a downward trend since the start of 2024</li><li>Russia is expected to have a high wheat production of over 90 million tons in 2024 due to favorable growing conditions</li><li>Ukrainian wheat exports are expected to improve with better logistics and an estimated production of nearly 20.5 million tons in the 2024-25 season</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Global wheat prices have been defying expectations and have continued on a downward trend since the start of 2024Russia is expected to have a high wheat production of over 90 million tons in 2024 due to favorable growing conditionsUkrainian wheat exports are expected to improve with better logistics and an estimated production of nearly 20.5 million tons in the 2024-25 seasonThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024

<ul>
<li>Global wheat trade is imbalanced with few exporters and many importers. This means a few nations' trade policies affect supply during shortages as they restrict exports to prioritize domestic needs.</li>
<li>El Niño generally causes wheat production to decline among key exporters as well as most importers. This increases the likelihood of shortages in the wheat export market.</li>
<li>Currently diminished global wheat inventories increase the likelihood of supply shocks and price surges in global wheat markets.</li>
</ul>


Global wheat trade is imbalanced with few exporters and many importers. This means a few nations' trade policies affect supply during shortages as they restrict exports to prioritize domestic needs.
El Niño generally causes wheat production to decline among key exporters as well as most importers. This increases the likelihood of shortages in the wheat export market.
Currently diminished global wheat inventories increase the likelihood of supply shocks and price surges in global wheat markets.


Double Crosshairs Haunt Wheat; Geopolitics and El Niño Impacts Global Staple

Geopolitical Analyst, Steno Research, Steno Research

Mikkel Rosenvold

Geopolitical Analyst, Steno Research

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul>
<li>Welcome to this week’s edition of the Great Game.</li>
<li>We give you our take on the hottest geopolitical topics of relevance to your portfolio.</li>
<li>This week, we cover the 3 biggest geopolitical risks for markets right now and what to look our for.</li>
</ul>


Welcome to this week’s edition of the Great Game.
We give you our take on the hottest geopolitical topics of relevance to your portfolio.
This week, we cover the 3 biggest geopolitical risks for markets right now and what to look our for.


Great Game – The 3 Biggest Geopolitical Risks for Markets Right Now

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

<ul><li>Hello everyone, and welcome back to our weekly positioning watch.</li><li>The debates about whether the US is heading for a recession are still touring the charts, as the labor market and other economic data soften back towards pre-pandemic levels.</li><li>However, while some might be uncomfortable watching the US economy slow more than anticipated, the lack of ringing alarm bells and Powell’s recent victory lap on inflation have greenlighted markets to price in a soft landing as a 95-99% probability event by now when looking across positioning data.</li></ul>

Hello everyone, and welcome back to our weekly positioning watch.The debates about whether the US is heading for a recession are still touring the charts, as the labor market and other economic data soften back towards pre-pandemic levels.However, while some might be uncomfortable watching the US economy slow more than anticipated, the lack of ringing alarm bells and Powell’s recent victory lap on inflation have greenlighted markets to price in a soft landing as a 95-99% probability event by now when looking across positioning data.

Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade

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Wheat (W A COMDTY)

Harvest Headwinds: Extreme Weather and Wheat's Price Surge

Global wheat prices are surging due to extreme weather and supply-demand imbalances, with potential for further volatility and price spikes as La...

Mint Finance

Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024

Ukrainian wheat exports are expected to improve with better logistics and an estimated production of nearly 20.5 million tons in the 2024-25 season

Commodities Focus

Double Crosshairs Haunt Wheat; Geopolitics and El Niño Impacts Global Staple

The ascending El Niño along with diminished global inventories brings a strong risk of shortages in the global wheat market alongside sharp price...

Mint Finance

Great Game – The 3 Biggest Geopolitical Risks for Markets Right Now

We give you our take on the hottest geopolitical topics of relevance to your portfolio. This week, we cover the 3 biggest geopolitical risks for...

Steno Research

Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade

Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.

Steno Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Harvest Headwinds: Extreme Weather and Wheat's Price Surge

​Global wheat prices are surging due to extreme weather and supply-demand imbalances, with potential for further volatility and price spikes as La...

Mint Finance

Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024

Ukrainian wheat exports are expected to improve with better logistics and an estimated production of nearly 20.5 million tons in the 2024-25 season

Commodities Focus

Double Crosshairs Haunt Wheat; Geopolitics and El Niño Impacts Global Staple

The ascending El Niño along with diminished global inventories brings a strong risk of shortages in the global wheat market alongside sharp price...

Mint Finance

Great Game – The 3 Biggest Geopolitical Risks for Markets Right Now

We give you our take on the hottest geopolitical topics of relevance to your portfolio. This week, we cover the 3 biggest geopolitical risks for...

Steno Research

Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade

Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.

Steno Research

Global wheat prices are surging due to extreme weather and supply-demand imbalances, with potential for further volatility and price spikes as La...