Episode Details
Back to EpisodesIran Peace Deal Sends Commodities Lower. Is the Market Missing the Real Risk?
Description
Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the newly announced Iran agreement and explains why commodity markets may be underestimating the long-term risks facing energy, fertilizer, and agricultural markets.
In this June 15 update, Arlan covers:
What the Iran agreement actually does — and does not — accomplish
Why equity markets are rallying while commodities sell off
The challenges of reopening the Strait of Hormuz
Why energy and fertilizer flows won't return to normal overnight
How damage to oil, natural gas, and fertilizer infrastructure could impact markets for years
The implications for global fertilizer availability and production
Why end users should be evaluating coverage opportunities
What the breakdown below key support levels means for corn prices
How favorable Midwest weather is influencing grain market sentiment
Why China's soybean purchasing commitments remain a key wildcard for markets
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