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The essential perspective on global commodities
Civilization is only nine meals away from anarchy. This famous line hits home in the current play as Russia’s invasion of Ukraine set open a can of worms for agriculture producers and consumers worldwide. Supply disruptions are coming at a crucial time when the world is in the midst of months-long high energy and input cost environment, which are playing into the inflationary pressures and forcing governments to take policy actions such as export curbs
Steep rises in battery raw materials prices since the start of 2021 are causing speculation over either demand destruction or delays, and have led to the belief that automotive companies could shift preferences for their electric vehicles. The lowest-cost pack has always been lithium-iron-phosphate, or LFP. Tesla has been using LFP for its China-made entry-level models since 2021
Asian buyers are facing high energy costs due to currency depreciation, while Australia is looking at lower wheat exports on costlier fertilizer prices. The UK and China are looking long-term with updates on their respective net-zero strategies. 1. Weakening currencies leave Asian buyers vulnerable to higher energy costs What’s happening? Bank of Japan’s recent commitment to target exceedingly low long-term government bond rates has led to a notable depreciation in its...
