EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 Feb 26   Making Weather Pay – The Outlook For Global Commodities - James Roemer/Best Weather - 11 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26       Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 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