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TAGS
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Weekly Report: what happened at TAGS last week (0318-0322)?
Weekly Report · 3d ago
How a lingering El Niño will ease the Midwest drought, but may bring too much rain to Argentina's soybean crop
Jim Roemer: Important USDA reports, planting intentions survey for corn, soybeans, and cotton will influence grain and cotton trading in the weeks ahead. A lingering El Niño will ease the Midwest drought, but may bring too much rain to Argentina's soybean crop. Roemer owns Best Weather Inc. And Climate Predict.
Barchart · 6d ago
Weekly Report: what happened at TAGS last week (0311-0315)?
Weekly Report · 03/18 11:42
Weekly Report: what happened at TAGS last week (0304-0308)?
Weekly Report · 03/11 11:38
Hedge Funds, Farmers on Opposite Sides of Commodity Prices
NASDAQ · 03/05 14:10
Weekly Report: what happened at TAGS last week (0226-0301)?
Weekly Report · 03/04 11:41
Weekly Report: what happened at TAGS last week (0219-0223)?
Weekly Report · 02/26 11:57
Goehring & Rozencwajg Q4 2023 Natural Resource Market Commentary
Seeking Alpha · 02/24 16:45
Consider This: Canals Are Becoming Chokepoints
International trade drives global economic growth. 80% of the global movement of goods is via maritime transport. Suez Canal's flow of traffic has been reduced by around 42% because of the Houthi militants' missile and drone attacks on shipping. We are seeing more frequent El Niño weather patterns, with a direct impact on the capacity of Panama Canal.
Seeking Alpha · 02/21 21:55
What Is Driving Down Commodity Prices?
Seeking Alpha · 02/20 11:28
Weekly Report: what happened at TAGS last week (0212-0216)?
Weekly Report · 02/19 11:59
Weekly Report: what happened at TAGS last week (0205-0209)?
Weekly Report · 02/12 11:46
Weekly Report: what happened at TAGS last week (0129-0202)?
Weekly Report · 02/05 11:57
Weekly Report: what happened at TAGS last week (0122-0126)?
Weekly Report · 01/29 11:43
Resilience Vs. Risk
Seeking Alpha · 01/26 06:30
Resources Regroup For 2024
The performance of resource equities was mixed in the fourth quarter. Solar module prices hit new lows during the quarter. Oil price declines were highlighted by weakening demand growth paired with stronger-than-anticipated output. The sector's most respectable gains were concentrated in mining and base and industrial metals.
Seeking Alpha · 01/23 11:00
Weekly Report: what happened at TAGS last week (0115-0119)?
Weekly Report · 01/22 11:48
Low River Levels Are Creating Higher Costs For Farmers
A temperate and dry autumn in the Southern-Central US sent Mississippi River levels plummeting once again. Inland barge rates in the US tend to peak in October, but rates in 2022 and 2023 have far exceeded normal seasonality. The river is a critical venue for transporting corn and soybeans to international markets.
Seeking Alpha · 01/17 10:15
Commodities Are Still An Intriguing Contrarian Trade
Commodities are Still An Intriguing Contrarian Trade. The year ahead could be another losing run for raw materials writ large. Weather and geopolitical risk are also factors that could drive commodities prices higher in 2024. Gold and other precious metals could be a beneficiary of geopolitical risk.
Seeking Alpha · 01/17 03:49
What The Red Sea Crisis Could Mean For Commodity Markets
Red Sea conflict increases shipping times. Attacks on commercial shipping in the Red Sea have intensified. Around 12% of total global seaborne oil trade goes through the region. For commodity markets, the increased tension poses supply risks for energy markets. The risk to oil flows via the region will be a concern for some importers.
Seeking Alpha · 01/17 01:46
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