Energy Transition | AI | Shifting World Order, Mint Finance

Amrutha Raj

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

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.

Thematic (Sector/Industry)

<ul>
<li>Wheat Prices declined over a large US harvest forecast, but bargain buying and strong demand over cheaper Russian wheat offered support.</li>
<li>Corn Prices declined but tighter stocks kept a leash on losses. Weather concerns in Ukraine and the US provided some support, while record high ethanol production suggests strong demand.</li>
<li>Soy Prices fell the most due to ample global supplies and doubts about Chinese demand. A larger Brazilian crop estimate adds downward pressure.</li>
</ul>


Wheat Prices declined over a large US harvest forecast, but bargain buying and strong demand over cheaper Russian wheat offered support.
Corn Prices declined but tighter stocks kept a leash on losses. Weather concerns in Ukraine and the US provided some support, while record high ethanol production suggests strong demand.
Soy Prices fell the most due to ample global supplies and doubts about Chinese demand. A larger Brazilian crop estimate adds downward pressure.


[CB 28/2024]: Volatile Week for Grains; Massive US Harvest Leads Bearish Sentiment

<ul>
<li>New records were set in June with land temperatures 1.75°C above average and ocean temperatures 0.98°C soaring above average.</li>
<li>The Climate Shift Index (CSI) revealed that 4.97 billion people experienced extreme heat from June 16-24, with a significant increase in heat due to climate change.</li>
<li>June 2024 saw severe precipitation extremes, with drought conditions in places like the western U.S. and heavy rainfall in regions including southern Japan and Bangladesh.</li>
</ul>


New records were set in June with land temperatures 1.75°C above average and ocean temperatures 0.98°C soaring above average.
The Climate Shift Index (CSI) revealed that 4.97 billion people experienced extreme heat from June 16-24, with a significant increase in heat due to climate change.
June 2024 saw severe precipitation extremes, with drought conditions in places like the western U.S. and heavy rainfall in regions including southern Japan and Bangladesh.


June 2024 Marks 13th Sequential Month Of Record Breaking Scorching Heat Across Land & Seas

<ul>
<li>June witnessed heavy selling across major US crops across corn, beans and wheat with wheat taking the biggest hit.</li>
<li>Grain prices have been bearish on favorable supply. The adage of ‘rain makes grain’ has changed this summer to ‘grain falls like rain’ ahead of WASDE report.</li>
<li>Positive revisions are expected for major Wheat exporting countries US &amp; Russia, even as EU reels from adverse weather. US grain forecasts will follow suit and outweigh concerns</li>
</ul>


June witnessed heavy selling across major US crops across corn, beans and wheat with wheat taking the biggest hit.
Grain prices have been bearish on favorable supply. The adage of ‘rain makes grain’ has changed this summer to ‘grain falls like rain’ ahead of WASDE report.
Positive revisions are expected for major Wheat exporting countries US &amp; Russia, even as EU reels from adverse weather. US grain forecasts will follow suit and outweigh concerns


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

<ul>
<li>The ACP has expedited the increase of the maximum authorized draft for vessels to forty-five feet in line with rising water levels and the start of the rainy season.</li>
<li>Adjustments to draft and transit schedules are driven by higher-than-expected water levels in Gatun and Alajuela Lakes since May 26.</li>
<li>ACP is implementing range of water-saving initiatives and planning infrastructure investments such as a new reservoir, to enhance capacity and resilience against climate variability.</li>
</ul>


The ACP has expedited the increase of the maximum authorized draft for vessels to forty-five feet in line with rising water levels and the start of the rainy season.
Adjustments to draft and transit schedules are driven by higher-than-expected water levels in Gatun and Alajuela Lakes since May 26.
ACP is implementing range of water-saving initiatives and planning infrastructure investments such as a new reservoir, to enhance capacity and resilience against climate variability.


Relief Comes to Global Supply Chain with Panama Canal Returns to Normalcy

<ul>
<li>April marked the record-breaking streak of eleventh consecutive month of record-high global temperatures and the 48th consecutive April above the 20th-century average.</li>
<li>NOAA predicts a 61% chance that 2024 will be the warmest year on record and a 100% chance it will rank in the top five.</li>
<li>One hundred national records have been broken for extreme heat since 2014. Death Valley in US holds record at 54.4C. Competition to break that is not too far.</li>
</ul>


April marked the record-breaking streak of eleventh consecutive month of record-high global temperatures and the 48th consecutive April above the 20th-century average.
NOAA predicts a 61% chance that 2024 will be the warmest year on record and a 100% chance it will rank in the top five.
One hundred national records have been broken for extreme heat since 2014. Death Valley in US holds record at 54.4C. Competition to break that is not too far.


No April Fools! April 2024 Was the Hottest Month in 175 Years. Is Weather the Largest Black Swan?