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

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Commodities

<ul>
<li>The EIA expects US natural gas production to fall by 1% in 2024 and lifted LNG price forecast for Henry Hub benchmark by 13% for the year.</li>
<li>OPEC's 2024 global oil demand growth forecast unchanged at 2.25m bpd. But IEA lowered its projection to 960k bpd from 1.1m bpd.</li>
<li>Russia, Iraq, &amp; Kazakhstan continued to oversupply despite lowering production MoM in May.</li>
</ul>


The EIA expects US natural gas production to fall by 1% in 2024 and lifted LNG price forecast for Henry Hub benchmark by 13% for the year.
OPEC's 2024 global oil demand growth forecast unchanged at 2.25m bpd. But IEA lowered its projection to 960k bpd from 1.1m bpd.
Russia, Iraq, &amp; Kazakhstan continued to oversupply despite lowering production MoM in May.


Nat Gas Prices to Fire Up on Rising Demand, Weak Production, and Shaky Geopolitics

Natural Gas

Nat Gas Prices to Fire Up on Rising Demand, Weak Production, and Shaky Geopolitics