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

[CB 30/2024] Corn & Soy Tumble on Improving Weather; Chinese Demand Likely to Support Soy

[Q2 Earnings Review] ADM Falls Short of Expectations on Weak Results in AS&O & Nutrition Businesses

Wheat, Corn and Soy Remain Insulated From Global Shakedown

Corn & Soybeans Yields Stand to Benefit from Storm Beryl Even as It Leaves Destruction in Its Path

[WASDE Preview] Bounty Harvest of US Wheat & Corn; But Brace for Weak EU Forecast

Crop Prices Plunge as Favorable US Weather Accelerates Planting, Growth, & Harvesting

[CB 27/2024] Wheat & Bean Up on Improving Demand as Corn Tumbles on Benign Planting & Solid Harvest

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Commodities

<ul>
<li>Strong American harvest driving downward pressure on Wheat, likely to offset reductions in EU and Russia.</li>
<li>Corn saw modest recovery, driven by muted ending stocks, below trade estimate, but the harvest is going to be the third largest ever.</li>
<li>US soybean production remains muted, in line with the Acreage report, and led to moderate recovery in early trading on Friday, but bearish sentiment persists.</li>
</ul>


Strong American harvest driving downward pressure on Wheat, likely to offset reductions in EU and Russia.
Corn saw modest recovery, driven by muted ending stocks, below trade estimate, but the harvest is going to be the third largest ever.
US soybean production remains muted, in line with the Acreage report, and led to moderate recovery in early trading on Friday, but bearish sentiment persists.


Latest WASDE Paints Agri Bearishness; Wheat Harvest Dominates While Corn & Beans Find Thin Support

Corn Active Contract

Latest WASDE Paints Agri Bearishness; Wheat Harvest Dominates While Corn & Beans Find Thin Support