Commodities
Soybean prices have risen more than corn prices amid the war between Israel, the United States, and Iran, despite larger global soybean stocks. AgRural analyst attributes this to soybeans' more concentrated production and harder substitution. Brazilian producers saw gains offset by logistics costs.
AI에 의해 보고됨
Gold prices have fallen unexpectedly amid escalating geopolitical tensions in West Asia, diverging from their traditional safe-haven role. A strong U.S. dollar, rising Treasury yields, and profit-taking after recent gains are key factors suppressing prices. Analysts note a choppy near-term outlook but constructive long-term prospects.
Economist Juan Carlos Hallak reviewed a 2025 report from the Faculty of Economic Sciences on Argentina's export profile, stressing the need to boost goods with higher added value beyond commodities. The study shows that differentiated exports grew nearly 10% in 2025 compared to 2024, though it remains an early advance.
AI에 의해 보고됨
Brazil's pulp exports hit a record in 2025, with 22.25 million tons and revenues of US$ 10.25 billion. However, expert Andreas Mirow warns of a potential structural imbalance between supply and demand in coming years.
Bank of America has increased its gold price forecast to $5,000 per ounce amid surging market indicators and economic risks. The update highlights stagflation concerns and geopolitical tensions driving the rally. Analysts remain divided on whether this signals a supercycle or short-term peak.