Many of you probably heard that India’s government announced an export ban last week on non-basmati white rice. As a result, shipments from the world’s largest exporter of that type of rice may reduce the global supply by 40-50%. Rice is a staple food for more than...
There was a corner candy store in the blue-collar neighborhood of single-family homes in the city where I grew up, and my friends and I had the pick of anything behind a glass-enclosed counter for one penny. When Grandma provided the weekly $0.25 allowance, it was...
In April 2019, I published Part 1 (Twitter thread) to explore a copper supply shortage on the horizon. The price of copper subsequently rallied 75% to its most recent high in March 2022. CME Group copper futures on the COMEX rallied this winter after a pullback last...
Ammonia-based fertilizers are made from nitrogen and natural gas or methane (CH4) and account for nearly 70% of all manufactured fertilizers on the planet. It is used to support major agricultural crops such as coffee, corn, rice, wheat, miscellaneous forage, and home...
Coffee is one of the most popular beverages consumed worldwide, has received a good amount of press lately about having superfood status, and is currently the number-one beverage in the United States. The top six beverage categories worldwide and top six...