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

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

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