1st Topic of the Week: With COP30 exposing more global policy and compliance fractures, capital deployments across most climate strategies carry elevated risk, promoting selective
General Thoughts: Low costs, tight global markets, and expectations for another strong corn-planted acreage year in 2026 amid US soybean export uncertainties have favored US
Volatility has transcended cycle theory to become global industrial gravity, where policy cadence, not demand elasticity, dictates profitability, capital sequencing, and the new tempo of
General Thoughts: US corn and soybean prices have fallen to YTD lows in August, but soybean values have fallen relative to corn, potentially putting in
General Thoughts: The S&P 500 Fertilizer & Agricultural Chemical equity index has underperformed in 2024, but several factors have partly offset crop market weakness to
Global feedstock values shifted in favor of a flatter global chemical production cost curve in the first week of 4Q23, putting downward pressure on recent
The US Sept. producer price index (PPI) posting exceeded expectations. Most views of inflation peaking in 4Q22 inadequately consider energy market and geopolitical risks.
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