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.

Deep Fundamental Analysis

[Counting Beans #5]: January WASDE Reaffirms Market’s Bearish Outlook

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

Harvest Headwinds: Extreme Weather and Wheat's Price Surge

Five Key Takeaways in Five Charts from 26th GlobOil 2023 Conference in India

El Niño Enhances Soybean Yields Creating Deflationary Impact on Its Prices

Energy Transition | AI | Shifting World Order, Mint Finance

Pranay Yadav

Energy Transition | AI | Shifting World Order

Commodities

<ul>
<li>India is top global sugar producer &amp; exporter. India ordered mills to halt ethanol blending on domestic shortage concerns in addition to export restrictions imposed earlier this year.</li>
<li>Sugar prices soared to a 12 year high in late Oct. Despite India's order on blending, global sugar prices have tanked 13% since start of Dec.</li>
<li>Brazil’s bumper sugar crop will depress near term prices. However, intensifying effects of El Niño could send sugar prices soaring during later part of next year.</li>
</ul>


India is top global sugar producer &amp; exporter. India ordered mills to halt ethanol blending on domestic shortage concerns in addition to export restrictions imposed earlier this year.
Sugar prices soared to a 12 year high in late Oct. Despite India's order on blending, global sugar prices have tanked 13% since start of Dec.
Brazil’s bumper sugar crop will depress near term prices. However, intensifying effects of El Niño could send sugar prices soaring during later part of next year.


Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export & Blending Restrictions

SUGAR #11 (WORLD) Mar24

Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export & Blending Restrictions