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.

Deep Fundamental Analysis

[Q2 Earnings Review] ADM Falls Short of Expectations on Weak Results in AS&O & Nutrition Businesses

Wheat, Corn and Soy Remain Insulated From Global Shakedown

Will Delayed La Niña Onset Fuel Weather Risks Firing up Corn Prices?

Corn & Soybeans Yields Stand to Benefit from Storm Beryl Even as It Leaves Destruction in Its Path

[CB 29/2024]: Wheat Pressured,Corn Rallies,Soybean Remains Volatile on Political & China Uncertainty

Latest WASDE Paints Agri Bearishness; Wheat Harvest Dominates While Corn & Beans Find Thin Support

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

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Commodities

<ul>
<li>North Dakota accounts for 51% of total US spring wheat production. The region's projected 2024 crop yield 15% higher YoY at an average of 54.5 bushels per acre.</li>
<li>Large old-crop corn inventories record yield of 183-185 bpa collectively dragging corn prices down.</li>
<li>Wheat vols rebounded last week after falling the prior week. Prices face uncertainty as strong exports, lower production in EU &amp; China provides support against massive US harvest.</li>
</ul>


North Dakota accounts for 51% of total US spring wheat production. The region's projected 2024 crop yield 15% higher YoY at an average of 54.5 bushels per acre.
Large old-crop corn inventories record yield of 183-185 bpa collectively dragging corn prices down.
Wheat vols rebounded last week after falling the prior week. Prices face uncertainty as strong exports, lower production in EU &amp; China provides support against massive US harvest.


[CB 30/2024] Corn & Soy Tumble on Improving Weather; Chinese Demand Likely to Support Soy

Corn Active Contract

[CB 30/2024] Corn & Soy Tumble on Improving Weather; Chinese Demand Likely to Support Soy