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Can Coffee's Future Brew a Global Economic Storm?In the high-stakes world of global commodities, coffee has emerged as an unexpected harbinger of economic complexity, revealing how climate volatility can transform a morning ritual into a geopolitical and financial chess game. The current market is experiencing unprecedented turbulence, with Arabica coffee prices surging over 80% in 2024, shattering decades-old records and signaling a profound disruption in one of the world's most beloved agricultural products. This dramatic price escalation is not merely a statistical anomaly, but a stark illustration of interconnected global systems under extreme stress. Brazil and Vietnam, the twin titans of coffee production, have been ravaged by climatic extremes—from the most severe drought in 70 years to unpredictable rainfall patterns—creating a perfect storm that threatens not just coffee supplies, but exposes the fragile underbelly of global agricultural supply chains. Leading traders like Volcafe are projecting an unprecedented fifth consecutive year of supply deficits, a scenario that challenges traditional market resilience and demands innovative strategic responses. Beyond the immediate economic implications, this coffee crisis represents a microcosm of broader challenges facing our increasingly complex and climate-vulnerable global economic ecosystem. As major manufacturers like Nestlé begin to signal potential price increases and package reductions, consumers and businesses alike are forced to confront a fundamental question: How do we build sustainable, adaptable systems in an era of escalating environmental uncertainty? The coffee market's current volatility is not just about a potential price hike in your morning brew, but a compelling narrative about resilience, adaptation, and the intricate dance between human enterprise and natural systems. For the astute observer and strategic thinker, this coffee market disruption offers a compelling lens through which to examine broader economic trends. It underscores the critical importance of diversification, technological innovation, and proactive risk management in an era where climate change is no longer a distant threat, but an immediate and transformative economic reality. The story of coffee in 2024 is more than a commodity report—it's a provocative invitation to reimagine our understanding of global economic interdependence.
ICEUS:KC1!Long
by signalmastermind
Digital Dreams, Nuclear Reality: Is AI Sparking a Revolution?In an unprecedented fusion of cutting-edge technology and atomic power, Oracle's latest venture illuminates the extraordinary energy demands reshaping our digital landscape. The tech giant's bold decision to power its next-generation AI facilities with nuclear reactors signals more than just an infrastructure upgrade – it represents a fundamental shift in how we approach the intersection of computational power and energy resources. The numbers tell a compelling story: with data centers already consuming more electricity than entire nations and AI operations demanding exponentially growing power supplies, traditional energy solutions are proving insufficient. Oracle's gigawatt-scale ambitions, powered by small modular reactors, showcase an innovative response to this challenge, potentially revolutionizing how we fuel our digital future. As tech titans race to build increasingly powerful AI systems, Oracle's nuclear gambit raises fascinating questions about the future of technological progress. Will this marriage of nuclear power and artificial intelligence unlock unprecedented computational capabilities, or are we witnessing the dawn of a new era where the limits of power generation become the primary constraint on digital innovation? The answer may reshape not just the tech industry, but the very framework of our energy infrastructure for generations to come.
NYSE:ORCLLong
by signalmastermind
What Hidden Forces Are Reshaping the Soybean Market’s Future?The soybean market stands at a crossroads, where familiar patterns of supply and demand are being challenged by a web of global forces. U.S. crops, though abundant, face domestic difficulties as adverse weather threatens yield projections. South America, poised to increase production, is battling its climate concerns, leaving traders and analysts questioning what the true state of global supply will be. Despite the current pessimistic outlook, is there more to this story than meets the eye? On the demand side, the rising global appetite for vegetable oils, fueled by population growth and the biofuel industry, adds another layer of complexity. Yet, regulatory changes like the EU’s deforestation rules and China’s ongoing economic struggles continue to shape the trade landscape. How will these evolving dynamics impact global soybean trade flows, and what are the risks and opportunities hidden within? As technological advancements in biotechnology and precision agriculture push the boundaries of efficiency and productivity, the soybean market finds itself on the cusp of transformation. Investors and traders must decipher this intricate puzzle, where geopolitical shifts, weather risks, and innovation collide. Will those who grasp the nuances of these forces be the ones to seize the emerging opportunities?
CBOT:ZS1!Long
by signalmastermind
Can Rio Tinto Save the Day? The Looming Mining Supply CrisisAs the world races towards a greener future, a critical challenge looms on the horizon: a looming supply shortage for essential energy-transition metals, particularly copper. This shortage, if left unchecked, could jeopardize our ambitious plans for a sustainable future. Rio Tinto, a global mining behemoth, has sounded the alarm, urging the industry to expand mining operations to meet the escalating demand. The company's chairman, Dominic Barton, has dismissed the notion that mergers and acquisitions alone can solve this crisis. He insists that organic growth, involving the discovery and development of new mines, is the only viable path forward. The urgency of this situation cannot be overstated. The demand for copper, a vital component in electric vehicles and renewable energy infrastructure, is set to skyrocket in the coming decades. Failure to secure adequate supplies of this critical metal could hinder our progress towards a sustainable and electrified world. Rio Tinto's leadership in the mining industry is undeniable. Their proactive stance on addressing the supply crisis is commendable, and their commitment to organic growth and exploration for critical minerals demonstrates their dedication to the cause. However, even with the efforts of industry giants like Rio Tinto, the road ahead is fraught with challenges. The Chinese economy, a major player in the global mining landscape, is currently facing its own difficulties. While Barton remains optimistic about China's ability to overcome these challenges, their current economic state could further exacerbate the supply crisis. As the world grapples with the pressing issue of climate change, the mining industry must rise to the occasion. The time for complacency is over. It is imperative that we invest in exploration, expand mining operations, and secure the critical resources needed to power a sustainable future. The stakes are high, and the world is watching. Can Rio Tinto and the mining industry save the day?
NYSE:RIOShort
by signalmastermind
Is Your Summer BBQ in Jeopardy?The seemingly innocuous drought in Brazil could have far-reaching consequences for global food supply chains. As the world's largest soybean exporter, Brazil's weather patterns significantly influence the availability and affordability of various food products. The delayed planting of soybean crops due to dry conditions in Brazil is raising concerns about potential shortages and price hikes. This could have a ripple effect on the production of meat, poultry, and other food items that rely on soybeans as a key ingredient. Beyond the immediate impact on soybean prices, the drought could also have broader implications: Increased Food Costs: The shortage of soybeans could lead to higher prices for animal feed, ultimately affecting the cost of meat and poultry. Disruptions in Food Processing: Industries that rely heavily on soybeans, such as food processing and biofuel production, may face disruptions due to limited supply. Global Economic Impacts: The drought could have economic consequences beyond the food sector, affecting trade, transportation, and employment in related industries. The question now is: How will the global food system adapt to this challenge? As the world grapples with the implications of Brazil's drought, it is crucial to explore sustainable solutions and strategies to mitigate the potential impacts on food security and economic stability.
CBOT:ZS1!Long
by signalmastermind
Can Corn Conquer Climate Change?The global food system is under siege from the escalating climate crisis, and corn, a pivotal commodity, is facing a particularly formidable challenge. Rising temperatures, erratic rainfall patterns, and the increased prevalence of pests and diseases are all conspiring to undermine corn production. This article delves into the intricate relationship between corn and climate change, examining the potential consequences for food security, economic stability, and social well-being. Beyond the immediate threats posed by climate change, the impacts on corn production can have far-reaching consequences. Reduced yields can lead to price volatility, making it difficult for low-income households to afford basic food staples. This can contribute to food insecurity and malnutrition, particularly in vulnerable populations. Moreover, corn production is a major source of income for many farmers, especially in developing countries. Climate change-induced crop failures can have devastating consequences for rural livelihoods and economic stability. However, the challenges are not insurmountable. By adopting sustainable agricultural practices, investing in climate-resilient crop varieties, and fostering global cooperation, we can safeguard the future of corn and ensure a more sustainable and equitable food system for generations to come. Climate-smart agriculture, which includes practices like crop rotation, cover cropping, and precision agriculture, can improve soil health, reduce water use, and enhance resilience to climate change. Additionally, breeding for resilience can develop corn varieties that are more tolerant to heat, drought, and pests. Furthermore, promoting crop diversification can help reduce the risk of crop failures and ensure food security even in the face of climate-related challenges. Governments can also play a crucial role in supporting farmers by providing financial assistance, access to climate information, and investments in agricultural research and development. In conclusion, the future of corn is inextricably linked to our ability to adapt to a changing climate. By embracing sustainable practices, investing in innovation, and fostering global cooperation, we can ensure that corn continues to play a vital role in feeding the world. It's a call to action, a challenge to rethink our approach to agriculture, and a reminder that the future of food is in our hands.
CBOT:ZC1!Long
by signalmastermind
Is This the Beginning of a Global Food Crisis?Wheat, a cornerstone of global food security, is facing unprecedented challenges. Rising temperatures, extreme weather events, and geopolitical tensions are converging to create a perfect storm for wheat production. The result? A significant wheat rally that could have far-reaching implications. Climate Change's Impact: As the planet warms, wheat-growing regions are becoming increasingly vulnerable. Extreme heat and unpredictable weather patterns are disrupting harvests and reducing yields. This is especially pronounced in Europe, where persistent rainfall and heatwaves have devastated crops. Global Supply Chain Disruptions: The war in Ukraine, coupled with export restrictions and transportation challenges, has further strained global wheat supplies. This has led to a surge in demand for wheat from other regions, exacerbating the price increase. The Looming Food Security Threat: The rising cost of wheat, a key ingredient in many staple foods, poses a significant threat to food security, particularly in developing countries. As prices continue to climb, access to affordable food becomes increasingly difficult for millions. The Road Ahead: The future of wheat production and global food security is uncertain. The world must adapt to the changing climate, invest in sustainable agricultural practices, and develop strategies to mitigate the risks posed by geopolitical tensions. The stakes are high, and the time for action is now.
ICEEUR:WHT1!Long
by signalmastermind
Can We Unravel the Mysteries of Wheat Market Stability?In an era of interconnectedness and unprecedented challenges, the global wheat market stands as a critical linchpin of food security. Its intricate interplay of supply, demand, and geopolitical factors has profound implications for the world's ability to feed itself. The wheat market, a cornerstone of global agriculture, is subject to numerous forces that can disrupt its equilibrium. Climate change, with its increasing frequency of extreme weather events, poses a significant threat to wheat production. Droughts, floods, and heatwaves can devastate crops, leading to shortages and price volatility. Additionally, the geopolitical landscape is fraught with tensions that can impact wheat trade. Conflicts, sanctions, and trade disputes can disrupt supply chains, limiting access to essential food commodities. Moreover, the growing global population, coupled with changing dietary habits, is placing increasing pressure on wheat production. As incomes rise, consumers are demanding more diverse and protein-rich diets, which can drive up demand for wheat-based products. This increased demand, combined with the challenges posed by climate change and geopolitical instability, creates a perfect storm of uncertainty for the wheat market. The future of wheat, and by extension, the global food system, hangs in the balance. Can we unravel the enigma of wheat market stability, or will the challenges posed by this vital commodity prove insurmountable? The answer to this question will determine the extent to which we can ensure food security for generations to come.
CBOT:ZW1!Long
by signalmastermind
2
The Orange Juice Crisis: A Climate-Induced Market ShiftOrange juice prices have hit record highs due to a confluence of climate-related challenges, including extreme weather events, rising temperatures, and altered rainfall patterns. These factors have decimated citrus crops, particularly in key production areas like Florida, leading to significant supply shortages and driving up prices. This crisis underscores the fragility of our food supply and highlights the urgent need for innovative solutions and international cooperation. The orange juice industry faces a severe crisis driven by climate change, leading to soaring prices and dwindling supplies. Extreme weather events, rising temperatures, and altered rainfall patterns have devastated citrus crops, particularly in Florida, the heart of U.S. orange production. This has led to a bidding war for orange juice concentrate, exacerbated by inflationary pressures on fertilizers, pesticides, and labor costs. Globally, major producers like Brazil, Mexico, and Spain also grapple with these climate-induced challenges, resulting in reduced yields and increased vulnerability. The economic toll extends beyond agriculture, affecting jobs and local economies. Addressing climate change is crucial for the industry's future. Investing in research to combat diseases like citrus greening, improving water management practices, and adopting sustainable farming methods are essential steps. Diversifying crops and exploring alternative citrus products could also offer relief. This crisis highlights the fragility of our food supply and the urgent need for global cooperation to ensure the long-term viability of the orange juice market. As climate change continues to impact agricultural production, innovative and sustainable solutions are imperative to stabilize prices and secure the future of this beloved beverage.
ICEUS:OJ1!Long
by signalmastermind
UEC an uranium miner rerverses and warms up LONGUEC in the past several days has put in a double and bottom appears to be gaining bullish momentum based on the trend angle from today. The volatility indicator triggered buying price pressure five days ago as shown on the indicator and encirled. the volatility of yesterday and today may be shorts covering to close synergized with new buyers. The uranium sector is heating up at this time. Many of the stocks in this sector are over the counter. The ETFs are URA and URNM. I will add to my long position in UEC now.
AMEX:UECLong
by AwesomeAvani
1
Looming Threats to Food and Energy SecurityThe global food and energy markets face growing uncertainty and volatility in the coming years due to converging factors that could lead to supply shortages, price spikes, and potential shocks. One concern is the impact of declining sunspot cycles on the climate. Scientists predict that a grand solar minimum could occur in the coming decades, causing global cooling and disruptive weather patterns, negatively affecting grain production in key agricultural. With grain supplies tightened, any further demand increases would send prices a lot higher. Global grain consumption has grown steadily, increasing by over 2% in the last 25 years. Rising disposable incomes in developing countries have enabled consumers to add more protein foods like meat and dairy to their diets. However, this dietary shift puts pressure on grains, since over 8 pounds of grain is needed to produce just 1 pound of beef. Hence, increased meat consumption indirectly leads to higher demand for grains. The ongoing war in Ukraine has severely impacted global grain markets, compounding the risks. Combined, Russia and Ukraine account for nearly 25-30% of worldwide wheat exports. With both countries blocking or threatening to destroy grain shipments, the conflict poses a huge threat to food security especially in import-dependent regions like North Africa and the Middle East. Export restrictions like India's recent rice export ban to protect domestic food security are also tightening global grains trade. As supplies dwindle, agricultural commodities become more vulnerable to price shocks. These supply uncertainties make soft commodities like cocoa, coffee, and sugar especially at risk of price spikes in coming years. Prolonged droughts related to climate cycles like La Niña and El Niño could severely reduce yields of these crops grown in tropical regions of Southeast Asia, Africa, and South America. For instance, a drought in West Africa's prime cocoa-growing areas could significantly impact production. Cocoa prices are already trading near 6-year highs in anticipation of shortages. If drought hits key coffee-growing regions of Vietnam and Brazil, substantial price increases could follow. Similar severe drought potential exists in the U.S. Midwest this summer. Lack of rainfall and moisture could cause severe yield reductions in America's corn and soybean belts. Since the U.S. is the world's largest corn and soybean exporter, this would cause severe upward price pressures globally. The rise in agricultural commodities ETF Invesco DBA likely reflects investor concerns about impending supply shortages across farming sectors, and its price might be leading the spot price of agricultural commodities. Fertilizer prices also contribute to food market uncertainty. In 2021-2022 fertilizer prices skyrocketed due to energy costs rising, directly raising the cost of food production. When fertilizer prices surge, it puts immense pressure on farmers' costs to grow crops and indirectly influences food prices. However, falling fertilizer prices do not necessarily translate into lower food costs for consumers. Fertilizer prices have dropped substantially over the last year, without that meaning everything is fine with fertilizer production. Dropping fertilizer prices could actually indicate a slowdown in agriculture, as, lower demand for fertilizers could mean fewer farmers are investing in maximizing crop yields. In that case, food production may decline leading to higher prices due to supply and demand fundamentals. At the same time, if other farm expenses like machinery, seeds, or labor rise due to factors like high energy costs, overall production costs could still increase even as fertilizer prices decline. The energy markets face a similar mix of uncertainty and volatility ahead. Despite substantial declines in prices, the energy sector ETF XLE has held up well, suggesting investors anticipate a rebound in oil and natural gas. Fundamentally, both commodities could trade a lot higher in the long term, however in the medium term I believe that oil is poised to drop further to the $55-60 area before tightening supplies lead to much higher prices. Essentially what’s missing is a capitulation to flush bullish sentiment, and then lead to much higher prices. At the moment the market has found a balance between a weakening global economy and OPEC+ supply cuts. A key uncertainty is China's massive oil stockpiling in recent years, now totaling nearly 1 billion barrels. If oil exceeds $80-85 per barrel, China could temper price rallies by releasing some of these reserves, as it did in 2021. With China's economy in turmoil, further reserve releases may be needed to stimulate growth, but it’s unclear whether its economy will be able to come back easily. Weak demand from China is already an issue for the oil market, and releases from the Chinese SPR could restrain oil prices over the next year. However, on the bullish side, the world remains heavily dependent on fossil fuels lacking viable large-scale alternatives, even as ESG trends continue. OPEC's dwindling spare production capacity raises risks of undersupply. Even an economic recession may only briefly dampen oil prices before supply cuts by major producers again tighten markets. Ultimately, sustained high energy prices will restrain broader economic growth by reducing demand across sectors. The outlook for food and energy markets remains uncertain, with significant risks of continued volatility over the next few years. Multiple converging factors point to potential supply shortages and price spikes across agricultural commodities and fossil fuels. While prices may fluctuate in the short-term (6-12 months), the medium-term trajectory appears to be toward tighter supplies and higher costs for food and energy (2-5 years). To close on a more positive note, I believe that food and energy prices will see significant deflation as extreme technological progress pushes prices down in the long term (5+ years).
TVC:USOILEducation
by BitcoinMacro
1
Renewable energy -hope for a sustainable futureThe damaging effects of climate change are already upon us. So far this year, locals and tourists have been forced to flee raging wildfires in the beautiful islands of Greece. In Madagascar, more than a million people are suffering from hunger and malnutrition due to the worst drought in 40 years1. Flash floods in Sudan have displaced large populations and damaged infrastructure and crops. In China, wild weather swings have brought torrential rains in some parts, while other regions bake in scorching heat. That is anything but an exhaustive list. And so, we must act now to stop human induced climate change. Fortunately, the world has awakened to this realisation. The gap between global investment in clean energy versus that in fossil fuels is starting to widen. This blog outlines some of the biggest renewable energy mega projects happening around the world which show that, when bold ambition meets innovation, there is hope for a more sustainable future. Energy Island, Denmark Denmark is building an artificial island capable of powering the entire country in what the Danish government claims is a ‘gigantic green quantum leap’. The island will be built 60 kilometres (km) offshore to benefit from stronger winds, be the size of 18 football pitches, and could house up to 600 giant wind turbines. Denmark plans to complete the project by 2030 with the aim of supplying 3-4 gigawatts (GW) of energy and ultimately expanding to almost 10GW. This future expansion will allow Denmark to export energy generated from the island2. Denmark constructed the world’s first offshore wind farm in 19913 and has, since then, had a strong focus on generating renewable energy from the strong winds in the North Sea. This project will be a monumental culmination of that policy focus. In addition to wind power generation, the island will also have battery storage and an electrolysis plant to produce green hydrogen. This trio of technologies that will be situated on the island neatly illustrates their interconnectedness. Battery storage is essential to make wind a dependable source of energy, by enabling it to be deployed as and when required, particularly over shorter durations of time. The production of green hydrogen requires a current of renewable energy to be passed through water to separate hydrogen from oxygen. That hydrogen can then serve as a store of energy for long periods of time, like days or weeks, and can be converted back into electrical energy through fuel cells. Scaling up all three together is a smart course of action. Gansu Wind Farm, China The Gansu Wind Farm in China’s first phase was completed in 2010 with a 5.16GW capacity and has since held the spot as the world’s largest wind farm. The project continues to expand and, in 2021, its capacity reached 10GW. When finished, it will comprise 7000 wind turbines and reach a capacity of 20GW4. The Gansu Wind Farm sits on the outskirts of the Gobi Desert in northern China, considered an extremely remote and hostile area. To get electricity from the wind farm, China has built a 2,383 km transmission line5. The Gansu Wind Farm highlights how, with enough willpower, onshore wind (turbines on land) can be deployed at scale. Onshore wind projects often face their own set of challenges when land is at a premium. There is often an opportunity cost of building large onshore wind farms if space must be taken away from agriculture or housing, or if there are ecological risks. By contrast, the Gansu Wind Farm resides in an uninhabitable part of the world with very windy conditions making it a highly fruitful endeavour for harnessing onshore wind, albeit one requiring a bit more effort to build and maintain. Bhadla Solar Park, India What else is abundant in a desert? Sunshine. The Bhadla Solar Park in India’s desert state of Rajasthan is the largest solar farm in the world, spanning over an area of 14,000 acres. The farm was commissioned in 2017, has a capacity of 2.25GW, and contains over 10 million solar panels6. One of the challenges faced by solar power projects situated in deserts is that sand can form a layer over the modules restricting the amount of sunlight that goes through. To overcome this challenge, the facility uses robotic cleaners that employ microfibre rollers to clean the panels7. For a country like India where there is plenty of sunlight, solar power makes a lot of sense. Again, deserts may be hostile environments for installing and maintaining such projects, but these projects minimise the opportunity cost of using land for creating solar power. For an emerging economy with a large population and substantial energy needs, such projects also reduce the country’s dependence on fossil fuel imports, a great outcome for both the environment as well as the economy. Dezhou Dingzhuang Floating Solar Farm, China The Dezhou Dingzhuang Floating Solar Farm in Dezhou, China is the largest floating solar farm in the world. The solar panels float on a reservoir in Shandong – an eastern province of China on the Yellow Sea. The total capacity of this project is 320 megawatts (MW). It is also connected with 8 megawatt hours (MWh) of battery storage and a 100 MW wind farm which together make up the Huaneng Dezhou Dingzhuang Integrated Wind and Solar Energy Storage project8. Floating solar offers numerous benefits, including maximising land use efficiency, conserving water resources by reducing evaporation, improving solar panel efficiency through cooling effects, and enhancing grid stability by being located closer to where the demand is. A final word Renewable energy projects are becoming bolder, more innovative, and being built with a greater sense of urgency. This has exciting implications for the renewable energy value chain. For example, more modules need to be manufactured so they can be installed in large solar farms around the world. Wind turbines, which are becoming bigger and bigger, need to be manufactured at scale to establish onshore and offshore wind farms. Hydrogen electrolysers are required to produce green hydrogen and fuel cells are needed to use green hydrogen as a fuel source. Similarly, when wind turbines or solar modules float on water, specific components are needed to make that happen. All of this creates promising opportunities for investors in the renewable energy value chain. Sources 1 Source: United Nations, July 2023. 2 World Economic Forum, The Danish Energy Agency (part of the Ministry of Climate, Energy and Utilities), 2023. 3 The Danish Energy Agency (part of the Ministry of Climate, Energy and Utilities), 2023. ens.dk 4 Discover Clean Tech, 2023. discovercleantech.com 5 Discovery UK, 2023. www.discoveryuk.com 6 Ornate Solar, 2023. ornatesolar.com 7 National Geographic India. 8 YSG Solar, 2022. This material is prepared by WisdomTree and its affiliates and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of production and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by WisdomTree, nor any affiliate, nor any of their officers, employees or agents. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of future performance.
G
by aneekaguptaWTE
URNM - LONG SWING Trade Long DurationURNM is an ETF tracking uranium miners. Uranium based nuclear energy is now hyped as a partial solution to the climate change crisis and the dependence on fossil fuels. My thesis is that miners will enjoy a resurgence in demand for uranium and with supply dependent on their work they will enjoy increased revenues and margins above relatively fixed overhead and costs. The daily chart is supportive of this idea. I see a symmetrical triangle here with both upside and downside potential. Fundamentals diminish the downside potential substantially. In the past month, price has moved above the POC line of the long-term volume profile. I have drawn in pivot lines from which to plan targets in an upside move. I see the upside as about 50% in the upcoming year based on the chart but likely more if supply-demand imbalances have an impact. Taking call options at various strikes out of the money near these upside targets is a high consideration.
AMEX:URNMLong
by AwesomeAvani
SOYB- the soybean ETF moves on buying pressure LONGOn the 4H Chart, SOYB has moved above both tthe near and intermediate term POC lines of the respective volume profiles. Upward price volatility above the running mean on the relative volatility indicator. In confluence pric emoved above the mean basis band of the double Bollinger band. Fundamentally, supply-demand imbalances including the collapse of the Black Sea shipping deal as bad actor Russia continues to inflict chaos has a ripple effect throughout agricultural commodity markets. Soybean prices are not following the chaos and volatility of the general markets like AMEX and NASDAQ but rather they follow the beat of their own drum like seasonality crop yields shipping costs and others. This make an alternative to avoid going heavy into topping or sinking general markets. They allow diversification not unlike adding bonds to a portfolio when trying to weather the storm. Given the narrow trading range I will play this with some call options If you would like my idea of an excellent call option trade please leave a comment. See also my ideas on WEAT and CORN. se to expire after the harvest and into the planting in in Brazil.
AMEX:SOYBLong
by AwesomeAvani
Commodities: Coal Recovery Cycle Soon: Peabody Energy BTU ARCHColumn: How a bankruptcy filing shielded a big coal company from California’s climate-change lawsuits Peabody Energy, the nation’s largest private-sector coal company, joined several of its fellow coal producers in bankruptcy in 2016. Its main goal was to wriggle out from under more than $10 billion in debt it had incurred to expand, even as demand was sharply falling. But its bankruptcy filing has provided a collateral benefit: Peabody has been ruled immune from a lawsuit brought by three California jurisdictions blaming it and dozens of other fossil fuel companies for a sea level rise related to climate change. The ruling came last month from U.S. Bankruptcy Judge Barry S. Schermer of St. Louis, who presided over Peabody’s bankruptcy. On Monday, the California plaintiffs — the counties of Marin and San Mateo and the city of Imperial Beach — filed a notice that they’ll appeal Schermer’s ruling to federal court.
NYSE:BTULong
by noam_chom
1
Nat Gas's Rally To Strengthen Fundamentals: The global Nat gas supply is one of the tightest in the commodity space. Historically hot weather all over the world -most notably in Europe and in parts of the US- has created an abnormal amount of demand for nat gas this summer. Climate change and extreme weather are also now threatening the passage of cargo ships through the Rhine river, which could have big implications on the price of several European imports including nat gas. All the while Putin looks to use his pipeline Nordstream 1 as a bargaining chip in the face of NATO sanctions. There has already been talk about a complete halt of Russian gas into Europe coming in the fall of 22. Technicals: A cup and handle formation looks to have formed on the daily chart, currently in the final stage, in which NG1! should break out to new highs. Momentum is very strong on monthly, weekly, and daily timeframes. The volume for this rally is certainly not the strongest. NG1! found support and bounced nicely off the 50% retracement level of around 7.5. Despite the low volume, I think new highs are a lock here for US nat gas. This is a textbook cup and handle, I expect an upside target of 13.65 to be hit in the medium-term outlook for NG1!. As always this is not trading advice. Good luck!
NYMEX:NG1!Long
by Gooby_Trades
2
I'm buying weakness in Chilean stocksAfter the IPCC's recent report showing that the North Atlantic Current may be on its last legs, I decided that I needed to diversify away from the US and Europe a bit. (If the North Atlantic Current fails, it would cause massive, disruptive climate change for Europe and North America.) So I committed to look for opportunities in some country ETFs. The one I've been buying is $ECH, the iShares Chile ETF. Chile stocks are beaten down because of currency weakness amid heavy pandemic spending, but honestly their debt-to-GDP ratio is still one of the world's best at just 27%. (Contrast the US at 107% and Japan at 238%.) Chile has had a highly effective vaccine rollout, with the world's sixth highest vaccination rate. (With 67.2% of Chileans fully vaccinated, they lag behind a few much smaller countries, like Malta and Iceland.) Thanks to pandemic UBI and a high vaccination rate, Fitch yesterday raised its 2021 real GDP growth forecast for Chile from 6.1% to 8.3%, making Chile one of the world's fastest growing economies this year, trailing just behind China's 8.4%. But whereas China ETFs trade at 14x cash flow and yield 1.1%, $ECH trades at less than 5x cash flow with a distribution yield of 2.34%. There is, undoubtedly, some political risk when buying a Latin American ETF. Latin America is notorious for its political instability, and Chile is no exception. Chile currently ranks 19th in the world for economic freedom, and its current leader is a Harvard-trained economist and business engineer. But he's also wildly unpopular due to excessive use of force against protesters the last couple years. The country is currently in the process of drafting a new national constitution, and many of the constitutional delegates lean left. It remains to be seen what shape the future government of Chile might take. Despite the uncertainty, the immediate future for Chile looks relatively bright. At this valuation and with this GDP growth rate, I've bought a modest stake and plan to hold for the forseeable future.
CBOE:ECHLong
by ChristopherCarrollSmith
4
CHPTWouldn't mind picking up some shares here for the long term hold. CHPT is deciding where to go and recently fell due to the secondary offering which closed yesterday, but CHPT and EVs are the future... especially when you have a US President like Biden who is pushing spending for building infrastructure and when climate change is really starting to take a toll (I'm looking at you, 120F degree temperature in Portland.. flood in Germany.. CA yearly wildfires.. and this one hits close to home, snowmageddon in TX earlier this year.) Also, biggest charging station infrastructure in Europe.
NYSE:CHPTLong
by WfhtraderXx