Energy Transition | AI | Shifting World Order, Mint Finance

Pranay Yadav

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.

Commodities

<ul>
<li>Depressed Soybean crush margin to deal a further blow to Soybean demand.</li>
<li>The outlook for Soy Meal and Soy Oil is better than the outlook for Soybean.</li>
<li>Important production guidance updates from CONAB and USDA this week. Expectations point to lower production and lower consumption. </li>
</ul>


Depressed Soybean crush margin to deal a further blow to Soybean demand.
The outlook for Soy Meal and Soy Oil is better than the outlook for Soybean.
Important production guidance updates from CONAB and USDA this week. Expectations point to lower production and lower consumption. 


[Counting Beans #7] Collapse in Crush Margins Yet Another Blow for Soybean

<ul>
<li>Soybean continues to face bearish outlook with supply surplus and lagging demand.</li>
<li>Soybean price reached a 2-year low this month, with some using the bargain prices as a buying opportunity.</li>
<li>US exports lag but recent uptick in large export sales suggests the availability of buyers at these prices.</li>
</ul>


Soybean continues to face bearish outlook with supply surplus and lagging demand.
Soybean price reached a 2-year low this month, with some using the bargain prices as a buying opportunity.
US exports lag but recent uptick in large export sales suggests the availability of buyers at these prices.


[Counting Beans #6] Soybean Outlook Remains Bearish but Bargain Buying Offers Support.

<ul>
<li>US Soybean futures have tumbled 4% from their close in 2023 due to favourable weather in Brazil as well as fading demand outlook in US.</li>
<li>Rainfall in Brazil has arrived in droves and remains strong this week but forecasts point to inconsistent rain next week.</li>
<li>CONAB and USDA reports this week should be watched for potential downward revisions in Brazil's production, following Safras e Mercado's lead.</li>
</ul>


US Soybean futures have tumbled 4% from their close in 2023 due to favourable weather in Brazil as well as fading demand outlook in US.
Rainfall in Brazil has arrived in droves and remains strong this week but forecasts point to inconsistent rain next week.
CONAB and USDA reports this week should be watched for potential downward revisions in Brazil's production, following Safras e Mercado's lead.


[Counting Beans #4]: Soybean Price Tumbles as Headwinds Prevail

<ul>
<li>Brazil’s weather forecast remains mixed on showers with heavy rains to arrive only in January. Rainfall in Brazil’s key agricultural region.</li>
<li>U.S. soybean net sales show a significant uptick, but recent lack of large export sales could signal a slowdown in demand.</li>
<li>Asset managers reduce long positions in soybean futures and options, showing a shift towards a bearish market outlook but prices remain resilient above USc 1,300.</li>
</ul>


Brazil’s weather forecast remains mixed on showers with heavy rains to arrive only in January. Rainfall in Brazil’s key agricultural region.
U.S. soybean net sales show a significant uptick, but recent lack of large export sales could signal a slowdown in demand.
Asset managers reduce long positions in soybean futures and options, showing a shift towards a bearish market outlook but prices remain resilient above USc 1,300.


[Counting Beans #3]: Soybean Price Remains Solid But Headwinds On The Horizon

<ul>
<li>Soybean futures maintained above USc 1,300/bushel indicating continued strong support at the level.</li>
<li>Large export sales announcements continued over the last week, through November, net Soybean sales from the US were higher than their 5Y average. December pace remains strong too.</li>
<li>CONAB cut production forecast for Soybean in Brazil due to unfavorable weather over November. Weather has improved recently with rains expected in key agricultural region.</li>
</ul>


Soybean futures maintained above USc 1,300/bushel indicating continued strong support at the level.
Large export sales announcements continued over the last week, through November, net Soybean sales from the US were higher than their 5Y average. December pace remains strong too.
CONAB cut production forecast for Soybean in Brazil due to unfavorable weather over November. Weather has improved recently with rains expected in key agricultural region.


[Counting Beans #2] Soybean Prices Maintain Support at USc 1,300

Price Gauge
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Soybean Active Contract (S A COMDTY)

[Counting Beans #7] Collapse in Crush Margins Yet Another Blow for Soybean

Depressed soybean crush margin another blow for soybean demand, while soy meal and soy oil have a better outlook. Important production updates...

Mint Finance

[Counting Beans #6] Soybean Outlook Remains Bearish but Bargain Buying Offers Support.

Soybean prices hit a 2-year low due to surplus supply and weak demand, but recent export sales indicate potential buyers taking advantage of the...

Mint Finance

[Counting Beans #4]: Soybean Price Tumbles as Headwinds Prevail

US soybean futures drop 4% as headwinds prevail. Headwinds expected to persist but potential for a correction over the next week as traders watch...

Mint Finance

[Counting Beans #3]: Soybean Price Remains Solid But Headwinds On The Horizon

Soybean price remains strong above support levels but bearish factors on the horizon in the form of lower demand for US bean and higher supply...

Mint Finance

[Counting Beans #2] Soybean Prices Maintain Support at USc 1,300

Soybean futures remain strong with high export sales. CONAB cuts Brazil Soy production forecast due to unfavorable weather, weather has now...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Counting Beans #7] Collapse in Crush Margins Yet Another Blow for Soybean

​Depressed soybean crush margin another blow for soybean demand, while soy meal and soy oil have a better outlook. Important production updates...

Mint Finance

[Counting Beans #6] Soybean Outlook Remains Bearish but Bargain Buying Offers Support.

​Soybean prices hit a 2-year low due to surplus supply and weak demand, but recent export sales indicate potential buyers taking advantage of the...

Mint Finance

[Counting Beans #4]: Soybean Price Tumbles as Headwinds Prevail

​US soybean futures drop 4% as headwinds prevail. Headwinds expected to persist but potential for a correction over the next week as traders watch...

Mint Finance

[Counting Beans #3]: Soybean Price Remains Solid But Headwinds On The Horizon

Soybean price remains strong above support levels but bearish factors on the horizon in the form of lower demand for US bean and higher supply...

Mint Finance

[Counting Beans #2] Soybean Prices Maintain Support at USc 1,300

​Soybean futures remain strong with high export sales. CONAB cuts Brazil Soy production forecast due to unfavorable weather, weather has now...

Mint Finance

Depressed soybean crush margin another blow for soybean demand, while soy meal and soy oil have a better outlook. Important production updates...

Soybean prices hit a 2-year low due to surplus supply and weak demand, but recent export sales indicate potential buyers taking advantage of the...

US soybean futures drop 4% as headwinds prevail. Headwinds expected to persist but potential for a correction over the next week as traders watch...

Soybean futures remain strong with high export sales. CONAB cuts Brazil Soy production forecast due to unfavorable weather, weather has now...