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

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

Wheat, Corn and Soy Remain Insulated From Global Shakedown

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

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Commodities

<ul>
<li>Last El Niño was one of the strongest on record, and typically are followed by La Niña, but this transition has yet to occur. </li>
<li>Latest ONI Reading and trend shows possibility of La Niña developing in August-October, could coincide with winter. </li>
<li>Historically, adverse weather changes and high hurricane incidence are likely to spoil bearish bets against corn and lead to sustained price recovery.</li>
</ul>


Last El Niño was one of the strongest on record, and typically are followed by La Niña, but this transition has yet to occur. 
Latest ONI Reading and trend shows possibility of La Niña developing in August-October, could coincide with winter. 
Historically, adverse weather changes and high hurricane incidence are likely to spoil bearish bets against corn and lead to sustained price recovery.


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

Corn Active Contract

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