Hedge Funds Pushing into Commodities Markets
Hedge Funds Pushing into Commodities Markets Big trading houses like Glencore, Trafigura, Mercuria or Vitol are benefiting since years now from the...
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Southeast Asia Plantations: U.S. Midwest Drought, the El Niño Bull Run Appetizer?
The USDA surprised with a 5% lower planted soybean area in 2023, while risk to yields from drought remains elevated. Supply risk to edible oils is...
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Will the Coffee Trade become the new Cocoa?
Many commodities are currently in a range pattern after they were in a prolonged bull streak for months. This is nothing unusual and happens all...
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Global Commodities: Agri trade returns to President Trumps Agenda
China's record soybean inventories and limited imports from the US prompt President Trump to discuss trade with President Xi, while the US benefits...
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Global Commodities: Big crops are unlikely to build world stocks, agri outlook into 2H25
Supply is increasing in agricultural markets as farmers respond to prices, but demand growth is outstripping supply due to low carry in stock...
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