Venture: Soft Commodities

Issue 117;

The rising oil price will take other prices with it. In particular, there is agriculture where the main input cost is energy.

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Oil and Agricultural Commodities

Source: Bloomberg

That is not only for farm machinery, but also for transport, chemicals and fertilisers. For the first time, Venture looks at agricultural commodity prices and selects the one most likely to perform during this oil shock.

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