The Energy Cable #30 – Progress for The Bulls
Stars are aligning and both Steno Research and 3Fourteen research are now energy bullish. Find your weekly Energy fix below. Steno Research –...
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Wheat explodes after Russia threatens to attack grain shipments // Dollar-Commodities Divergence
Wheat futures soared as much as 9%, the biggest jump since 2012, as Russia threatened ships sailing to Ukrainian ports, escalating a conflict over...
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Commodity Watch – A rebound in the most cyclical asset class?
Welcome to the final series of our “Business Cycle Week”, where we cover how a possible rebound in manufacturing might affect asset markets, and...
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The Energy Cable #29 – A weak USD paving the way for commodities?
Welcome to your weekly maverick energy newsletter from both sides of the pond. Stars are starting to align for energy as i) the business cycle...
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How Much Do Commodity Prices Rise when Fertilizer Prices Rise?
Global crop production growth will mainly be driven by continued progress in plant breeding and a transition to more intensive production systems.
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