Following a six month low in late May, July ICE Sugar has recovered to the mid 12c range, and the…
The following is an excerpt from a forthcoming article that I will be publishing with my colleague and collaborator Parag…
As noted in the Atlas Research Innovations teleconnections and food security papers, global agricultural risks are numerous in cause and…
As the global agricultural complex has become more interconnected and interdependent, new supply-side threats have emerged in recent years which…
Supply Side Concerns Following a two month steady decline, ICE Sugar futures are showing some signs of support, and this…
Looking forward to speaking at DataSpace 2019, 24-25 Jan (@dataspacexyz). I’ll be discussing challenges and opportunities associated with space-derived data…
FinGeo Global Seminar: May 2019, São Paulo The 6th 2019 FinGeo Global Seminar will be held at the University of São Paulo,…
South American weather will become increasingly important to monitor as we start to assess carryover stocks. Read on from Reuters: https://af.reuters.com/article/commoditiesNews/idAFL2N1Y21PA
But….remember that consensus trades are not always the smart trades. Read on from FT: https://www.ft.com/content/4c2d9896-f194-11e8-9623-d7f9881e729f
This post is from a few years ago, but it is no less relevant today. Particularly with uncertainty and volatility…