EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

Latest Commodities Insights focusing on Agriculture (Corn, Wheat, Soybeans) and Energy (Oil)

Marex

Thu 13 Oct 2022 - 15:00 BST / 10:00 EST

Topics

Ryan Fitzmaurice

Trends in supply, demand, and inventory levels

Market positioning from CTA and risk-premia strategies

Geopolitical risks as the European embargo on Russian oil nears

The latest trends in the commodity index space which has become a powerful force in commodities markets since the pandemic

Charles Arbuthnot

Production trends in key regions that have altered grain availability, such as drought in US and war in Ukraine

China’s lockdown and its effect on global soyabean demand

Comments on USDA’s October 12th World Agricultural Supply and Demand Estimate (WASDE) report

Price implications for agricultural crops under various scenarios