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Navigator – Checking the Engine Oil, Water and Tokens
Navigator: Checking the Engine Oil, Water and Tokens This week we check the levels in the engine room: oil, water and tokens. Oil, The Global crude oil supply deficit has jumped to 15mn bpd. At this rate of depletion oil inventories get tight in September and even the U…
Urea & Grain Markets (Client Q&A Example)
Urea & Grain Markets: When a client asked why US fertilizer prices were collapsing while grain prices fell simultaneously, we didn't wait for the next research note! We responded in real time. The answer: two separate stories with two separate drivers and confusing them leads t…
Grains In The Extreme
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Grains - The Black Sea Shift
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Spring Of Discontent
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Grains - Still On An Upward Trend
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Grains - Tightening Markets
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Grains - Long Term Bullish But Standing Aside For Now
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Flagship Putinkind
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Yet More Agro In War
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.