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

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

Unpacking Implications of OPEC Meeting Postponement

El Niño Enhances Soybean Yields Creating Deflationary Impact on Its Prices

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

Ascending El Niño and Its Impact on Corn Production and Prices

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Commodities

Soybean Oil Active Contract / Commodities

<ul>
<li>Soybeans are crushed into soy oil and soymeal. The crush represents the Gross Processing Margin of Soybean.</li>
<li>The crush has been increasingly affected by the price of soy oil compared to soymeal. Ample meal supply suppresses its prices.</li>
<li>Meanwhile, soy oil prices are buoyed by supply concerns in the US as it is increasingly used to produce biodiesel.</li>
</ul>


Soybeans are crushed into soy oil and soymeal. The crush represents the Gross Processing Margin of Soybean.
The crush has been increasingly affected by the price of soy oil compared to soymeal. Ample meal supply suppresses its prices.
Meanwhile, soy oil prices are buoyed by supply concerns in the US as it is increasingly used to produce biodiesel.


Soybean Oil Active Contract

Changing Dynamics of the Soybean Crush