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Urea & Grain Markets (Client Q&A Example)
Urea & Grain Markets: When a client asked why US fertilizer prices were collapsing while grain prices fell simultaneously, we didn't wait for the next research note! We responded in real time. The answer: two separate stories with two separate drivers and confusing them leads t…
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ME – What Matters Matter?
ME – What Matters Matter? We are probably at the point of maximum Iranian war disruption. Long oil hedge is being cut 50% and will be sold completely if Brent goes above US$100/bbl. The reasons: · Massive naval power being refocused on Gulf shipping security. So…
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