Arcadium Lithium plc (NYSE:ALTM) Bank of America Securities 2024 Global Agriculture and Materials Conference February 27, 2024 2:00 PM ET Company Participants Paul Graves – Chief Executive Officer Unidentified Company Representative Thank you. Our next session is with Arcadium Lithium of course created from the recent merger of Livent and Allkem. Arcadium owns a number…
wsfurlan/E+ via Getty Images Agricultural commodities feed, clothe, and increasingly power the world. The weather conditions and crop diseases in the leading growing areas are the primary factors for the path of least resistance of prices. However, any events that impact logistics can cause price volatility. Agricultural commodities include grains and oilseeds, animal proteins, and…
Vitalii Petrushenko Introduction What about UAN? This may be one of the most asked questions I get whenever I publish an article covering agriculture fertilizer producers. As much as I like the fertilizer plays in my portfolio, like Nutrien (NTR), Mosaic (MOS), or CF Industries (CF), none of them deliver what some investors are looking…
ThitareeSarmkasat By Ivan Castano At A Glance Equities, Agriculture, Energy, and several other markets are feeling the direct effects of higher interest rates. A high-rate environment mixed with fundamental and geopolitical risks has market participants focusing on risk management. “We’ve only had one thing to look at: interest rates.” That’s how Mark Connors, head of…
Dragon Claws ETF Overview The VanEck Agribusiness ETF (NYSEARCA:MOO) seeks to replicate the price and yield performance of the MVIS Global Agribusiness Index, which is intended to track the overall performance of companies involved in agri-chemicals, animal health and fertilizers, seeds and traits, from farm/irrigation equipment and farm machinery, aquaculture and fishing, livestock, cultivation and…
Asia-Pacific Images Studio/E+ via Getty Images Chinese Agriculture’s Upcoming Revolution A revolution in Chinese agriculture is brewing, and it’s not coming from the farms. Surprisingly, e-commerce giant PDD Holdings Inc (NASDAQ:PDD) may be poised to disrupt the trillion-dollar industry more than any actual farmer. While investors obsessed over PDD’s Temu early success story in the…