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

Wheat, Corn and Soy Remain Insulated From Global Shakedown

Will Delayed La Niña Onset Fuel Weather Risks Firing up Corn Prices?

[Counting Beans 2024/32] Grains Rise on Weak USD But Ample Supplies Limit Gains

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Commodities

<ul>
<li>Corn rose 37% from its multi-year low in August until mid-Feb. Strong export demand for U.S. corn and adverse weather in South America supported a longer-term recovery.</li>
<li>US Corn exports for the current MY have exceeded both the 5-year average &amp; previous year. Export momentum has continued even as the dollar has strengthened sharply since October.</li>
<li>2024 drought in Brazil was the worst since 1950. No direct impact on crops but transportation was significantly disrupted. Key waterways/ports used for shipping were affected causing delays.</li>
</ul>


Corn rose 37% from its multi-year low in August until mid-Feb. Strong export demand for U.S. corn and adverse weather in South America supported a longer-term recovery.
US Corn exports for the current MY have exceeded both the 5-year average &amp; previous year. Export momentum has continued even as the dollar has strengthened sharply since October.
2024 drought in Brazil was the worst since 1950. No direct impact on crops but transportation was significantly disrupted. Key waterways/ports used for shipping were affected causing delays.


Corn at Cross Roads: Tariff, Weather Shocks, and the Battle for Global Corn Supply

Corn Active Contract

Corn at Cross Roads: Tariff, Weather Shocks, and the Battle for Global Corn Supply