JJG News and Press, iPathA Series B Bloomberg Grains Subindex Total Return ETN From 03/07/22

Food companies operating in Ukraine are facing the largest negative impact. Input costs for arable farmers are also increasing as sanctions against Belarus and Russia have a big impact on fertiliser supply chains. Higher energy prices are an indirect effect that is especially rele...

Ukraine is one of the main world exporters of grains as well as vegetable oils. The main agriculture export products are Corn and Wheat. According to S&P Global Market Intelligence GTAS Forecasting estimations, in 2021, 55.1% of Ukrainian wheat was exported to Asia and 40.7% to Af...

The ongoing uncertainty suggests that grains and oilseed markets will continue to price in a significant risk premium. The concerns over Ukraine will be largely related to domestic production as well as disruptions to export flows. The risk of additional sanctions against Russia a...

Almost every commodity rose in prices last week, as did the dollar. Those two factors - rising dollar and rising commodity prices - mean the likelihood of recession in the coming year has risen significantly in just the last week. There was considerable volatility in stocks last week,...

Russia’s invasion of Ukraine has ramifications for global inflation and growth, according to Franklin Templeton Fixed Income. Western governments have not yet implemented direct sanctions on Russian oil and gas, but there have already been significant impacts on Russian oil tra...

The current environment looks to be a realignment of geopolitical expectations across Europe. The rapid and coordinated efforts of Western nations demonstrate this realignment. The monetary path of central banks is changing and an important dynamic to monitor. For further de...

Farmers are in an uncertain business, constantly at the mercy of difficult-to-predict forces such as commodity prices, geopolitics, and weather. Premiums for short-dated new-crop options are typically about 30% cheaper compared to standard November soybean and December corn options. ...

Supply disruption and price volatility are both expected. As both Russia and Ukraine have ports serving the grains and oilseeds trade along the Black Sea, logistics will be a key issue. Construction of a sunflower seed processing plant was recently completed in Ukraine. For ...

Russia has invaded Ukraine. Franklin Templeton Investment Solutions team reflects on the human tragedy that is occurring as they also parse the data to understand the resulting economic and market implications. On February 24, Russia invaded Ukraine and shelled military installations ...

Food commodity prices to soar if Russia invades Ukraine, Europe’s breadbasket; it will control 30% of global grain production. Russia may restrict Ukrainian agricultural exports just as they could with Russian energy to Europe. Global agricultural markets may not have fully...