Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

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>China's soybean imports surged 129% MoM in May, yet excess inventory and weak feed demand continue to suppress soybean meal prices.</li>
<li>Technical indicators turned bearish with a June 25 death cross and sustained price drop below the 50-day DMA.</li>
<li>Despite near-term bearishness, call option buildup from July to November suggests medium-term recovery hopes.</li>
</ul>


China's soybean imports surged 129% MoM in May, yet excess inventory and weak feed demand continue to suppress soybean meal prices.
Technical indicators turned bearish with a June 25 death cross and sustained price drop below the 50-day DMA.
Despite near-term bearishness, call option buildup from July to November suggests medium-term recovery hopes.


Oversupply Meets Tepid Demand Weighing Down on Soybean Meal

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

<ul><li>Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal.</li><li>Per soybean crushed, you get something like an 80/20 meal to oil share.</li><li>While the soy oil part is currently in high demand due to a higher bioethanol requirement (Brazil increased the share from 14% to15% as of 2025), there isn’t an additional demand driver for soy meal.</li></ul>

Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal.Per soybean crushed, you get something like an 80/20 meal to oil share.While the soy oil part is currently in high demand due to a higher bioethanol requirement (Brazil increased the share from 14% to15% as of 2025), there isn’t an additional demand driver for soy meal.

<ul><li>*YTD our absolute return strategy is up 12,0% Diamonds Are Cheap Diamond prices have fallen to their lowest level this century!</li><li>Diamond prices are currently low due to a combination of factors including decreased demand, increased supply of lab-grown diamonds, and fewer marriages.</li><li>Lab-grown diamonds used to take weeks to make but can now be grown in a few hours, compared with billions of years for natural stones.</li></ul>

*YTD our absolute return strategy is up 12,0% Diamonds Are Cheap Diamond prices have fallen to their lowest level this century!Diamond prices are currently low due to a combination of factors including decreased demand, increased supply of lab-grown diamonds, and fewer marriages.Lab-grown diamonds used to take weeks to make but can now be grown in a few hours, compared with billions of years for natural stones.

Diamonds Are Cheap & Seasonality Headwinds for Soybeans

Geopolitical Analyst, Steno Research, Steno Research

Mikkel Rosenvold

Geopolitical Analyst, Steno Research

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>All across the world, people are worried about Donald Trump and the uncertainty he will bring to the global order.</li><li>For macro investors particularly, Trump has proven a continuing headache with his weekly insistence on pushing out tariffs news or other bombshells late Friday.</li><li>This past week-end was not exception with Trump’s remarks on reciprocal tariffs and potential tariffs on aluminium and steel.</li></ul>

All across the world, people are worried about Donald Trump and the uncertainty he will bring to the global order.For macro investors particularly, Trump has proven a continuing headache with his weekly insistence on pushing out tariffs news or other bombshells late Friday.This past week-end was not exception with Trump’s remarks on reciprocal tariffs and potential tariffs on aluminium and steel.

The Drill – What will world peace mean for markets?

<ul><li>CTA Update Last week, the research division of UBS shared an update on the positioning of CTAs.</li><li>Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium</li><li>Go with momentum' trades: bullish Lme Tin, Copper, Gold and Lean Hogs, bearish Soybean, Soybean Meal, Wheat and Corn Hurricane Milton and Orange Juice Prices Orange juice futures rose as Hurricane Milton approached Florida throughout the week.</li></ul>

CTA Update Last week, the research division of UBS shared an update on the positioning of CTAs.Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and PalladiumGo with momentum' trades: bullish Lme Tin, Copper, Gold and Lean Hogs, bearish Soybean, Soybean Meal, Wheat and Corn Hurricane Milton and Orange Juice Prices Orange juice futures rose as Hurricane Milton approached Florida throughout the week.

Hurricane Milton and Orange Juice Prices // CTA Update

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Soybean Meal (SM A COMDTY)

Oversupply Meets Tepid Demand Weighing Down on Soybean Meal

Oversupply, tepid Chinese demand, and bearish technical signals converge to pressure soybean meal prices lower, despite medium-term optimism from...

Mint Finance

Soybean-Meal Oversupply Crisis Incoming?

Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal. Per soybean crushed,...

The Commodity Report

Diamonds Are Cheap & Seasonality Headwinds for Soybeans

YTD our absolute return strategy is up 12,0% Diamonds Are Cheap Diamond prices have fallen to their lowest level this century!

The Commodity Report

The Drill – What will world peace mean for markets?

All across the world, people are worried about Donald Trump and the uncertainty he will bring to the global order. For macro investors...

Steno Research

Hurricane Milton and Orange Juice Prices // CTA Update

Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium

The Commodity Report

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)