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Global BCA market is estimated to be worth around $3bn and growing at a rate of 7% p.a., significantly above the rate of conventional crop protection products. Europe and North America each account for around 30% of the BCA market, with BCAs accounting for around 8-9% of those regiona...
The per bushel price for soy is around $16 but could pop, yet both corn and soy are up 22% so far. Current commodity prices for corn and soy are $7.44 and $16.05 respectively. Wheat is also trending higher due to expectation of Ukraine’s loss of production. For furthe...
We see specific themes in commodities that could benefit from the transition to a low carbon economy. On average, since 1997, commodities have historically outperformed the S&P 500 in the first 12 months after the beginning of a rate hiking cycle. Investors are increasingly us...
The magnitude of the war’s impact on growth and inflation will be determined by how much and for how long energy prices rise. The war, economic sanctions and the associated rise in energy costs are likely to exacerbate global shipping impediments, too, which had begun to recove...
Grain market participants are used to unpredictability and risk, but 2022 has brought to the forefront a confluence of risks few have seen. The war in Ukraine has added a deeper dimension to global food worries. Known as the breadbasket of Europe, the region is responsible for 25% of ...
Even before the war began, supply chain frictions had only improved marginally from the Covid-19 pandemic. Now, expect even longer-lasting disruptions, a new round of delays, and protracted supply shortages. No economic sector can escape the surge in energy prices. For furth...
Commodities exposure, designed carefully, can provide effective inflation defense and portfolio diversification. After nearly a decade of struggles and underinvestment, the supportive infrastructure and supply for many commodities have become strained. Commodities don’t all...
What really intrigues us right now is the relationship between the prices of corn and gasoline and what it could be telling us about the future. Most automobile gasoline sold in the US is a 10% ethanol mix. This means a lot of corn is mixed into gasoline. It’s part of the reaso...
Russia's invasion of Ukraine on 24 February has fundamentally changed the geopolitical landscape - with economic consequences. While the 2022 global growth rate represents a slowdown from 5.8% in 2021, the world economy has sufficient resilience to avert a recession. While Russia ...
Over the past 20 years, Prospective Plantings has published an intended acreage for corn that differs from observed acreage by 1.28 million acres on average. The 2021 report surprised the industry by reporting intended acreage of corn and soybeans below expectations. The report no...