HeyJaredThe Commodity Exchange
Commodities can be impacted by a whole host of factors, from geopolitical risk to climate change. For those looking to make sense of the landscape, and understand the key drivers behind prices, our podcast offers insights and academic discussion from Europe’s leading…
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El Niño, geopolitics and agricultural commodities | The Commodity Exchange (opens the original)
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Agricultural commodities are back in focus, but this time the story goes beyond weather alone. In this episode of The Commodity Exchange, Mobeen Tahir is joined by Aneeka Gupta to explore how El Niño and rising geopolitical tensions are reshaping agricultural markets. From the Strait of Hormuz and fertiliser supply to cocoa, coffee, wheat and corn, they discuss the forces driving prices higher and what investors should be watching over the months ahead. The conversation also examines why agricul
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