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The Orange Juice crisis is upon us 🚨 What will be the next fruit to get sent? Mango, Pineapple, Kiwi?
Source: Barchart, FT
Commodities, the silent bull market that almost nobody cares about...
Source: Ronnie Stoeferle, MUFG
The 5D commodity bull market according to Goldman Sachs
Source: Goldman Sachs Global Investment Research
As highlighted by Tavi Costa ->
Silver production in Peru continues to fall severely, now down 43% from peak levels. Together with China, Peru is projected to be the second-largest producer of silver globally. Limited new supply paired with structurally higher demand is the perfect recipe for major price surges in any commodity. Source: Tavi Costa, Crescat Capital, Bloomberg
The breadth in commodity price spikes is the highest in two years
Source: Bloomberg
Copper just had its worst 2-day decline in 13 years.
A much-needed shake out to reset the sentiment. Source: Bloomberg, Tavi Costa, Crescat Capital
Aluminum appears to be the next metal getting sent as price surges to highest level since June 2022
Source: barchart
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