RJA News and Press, AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index - Agriculture Total Return Structured Pro From 03/01/22

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...

European energy markets became very tight and volatile over the course of 2021. Most industrial sectors are energy-intensive and rely more on gas and power for heating and feedstock, where prices have skyrocketed. High-profit margins are a cushion for higher procurement prices. ...

With the continuing COVID-19 pandemic and the 2022 Winter Olympics dampening the economic development, mainland China's GDP growth in the fourth quarter 2021 was 4%. The National Bureau of Statistics said mainland China's GDP grew 8.1% in 2021, partly owing to the low base growth of o...

Farmland is a great inflation hedge with steadily rising values. LAND is well-managed and owns quality farmland. The amount of leverage carried by the company is very concerning. The stock is overvalued because it is the only quality company in the farmland REIT sub-sector. ...

We have seen crypto disruption expand across the financial system and expect this to continue. Inflation pressures may linger through 2022 and pose a risk of spiraling into a more persistent economic factor. Historically in these market environments, real assets—including n...

Both Fed Chair Powell and Treasury Secretary Yellen have been forced to admit that the current inflation is not transitory. Agricultural commodity prices have avoided the sort of price spikes we've seen in the industrial commodities. Throughout 2021, "the gold market" has ignored ...

The hits and misses from COP26. Will the commitments made at COP26 be enough to curb global warming? What will the Glasgow Climate Pact from COP26 accomplish? For further details see: COP26 Glasgow Climate Pact: What You Need To Know

The fertilizer market is seeing prices at or near record levels due to a variety of supply and demand factors. Several supply issues are contributing to the growth in fertilizer prices. Strong commodity prices allow for larger input prices, so farmers can be relatively less concer...