The Week That’s Done: The logistics of critical minerals, ship hijack threatens supply chains
November 25, 2023The business of moving critical minerals around the world can be as important as digging them out of the ground—and Chinese logistics firms are making investments in ports and roads around key mines. Meanwhile, Petrobras’s ambitions, Indonesia’s dream minerals deal and Europe’s stress signals. Plus: a Red Sea hijacking could disrupt Asia supply chains.
What the Market Hasn’t Realized about Global Soybean Supply
March 20, 2023Argentina is the world’s fourth largest producer of soybeans and largest exporter of soybean products. But historic drought in the country is devastating its production, with serious consequences for global supply. And those consequences are not currently being priced into markets, exacerbating the problem.
