I’ll be on a panel discussing weather related investment opportunities at the Earth’s Resource Conference, sponsored by Standard Chartered.
 
 

Looking forward to the Standard Chartered Bank Earth Resource Conference in Hong Kong this June.  Interesting speakers on all of the day’s panels.

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
 
Following the run up to nearly 33 cents, world (#11) sugar futures have retreated and stayed in the 22-24 cent range for much of the week.  The market is expecting strong production numbers from Brazil and India, the two largest producers, and there seems to be optimism among [...]

Author: Michael Ferrari, PhD
VP, Applied Technology & Research
 
In a Bloomberg report this morning, the current food supply and price situation was aptly described as ‘Kitchen Table Economics.’  With uncertainty over the direction of food costs, underscored by a recent UN statement showing prices at new highs, where do we go from here?

In any given year, [...]

The US produces 1.6 billion pounds of almonds each year, and the crop is California’s #1 specialty crop export.  A reduction in the pollinator population means a smaller bloom, potentially impacting supply.  Colony Collapse Disorder has taken an estimated 25% of the current bee population in the Sacramento and San Joaquin Valleys where most of [...]

…Or compensating for exposures not hedged.  Either way, you will likely start to see more of this ( this photo taken from a Dunkin Donuts) in the weeks & months to come.

Refer to this post & check back for the bigger picture.