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

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

<ul>
<li>Soybean ranks as the most traded crop globally. It comprises 10% of the total value of global agriculture trade.</li>
<li>The Americas comprise &gt;80% of total global production. China mops up ~60% of global imports and is primarily used to feed massive livestock.</li>
<li>Soybean is more prone to shocks from geopolitical disruptions. Weather also impacts Beans. El Niño favours Soybean yields.</li>
</ul>


Soybean ranks as the most traded crop globally. It comprises 10% of the total value of global agriculture trade.
The Americas comprise &gt;80% of total global production. China mops up ~60% of global imports and is primarily used to feed massive livestock.
Soybean is more prone to shocks from geopolitical disruptions. Weather also impacts Beans. El Niño favours Soybean yields.


El Niño Enhances Soybean Yields Creating Deflationary Impact on Its Prices

Soybean Active Contract

El Niño Enhances Soybean Yields Creating Deflationary Impact on Its Prices