Commodities Series Part ii: A red sky at night, a commodity trader’s delight?

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Presented by

Nitesh Shah, Director, Research, WisdomTree

About this talk

The world is not short of weather-related proverbs. Whether they have a scientific basis or not is less well understood. But meteorologists agree we are currently in a ‘La Niña’ weather pattern – where a fall in ocean temperatures in east-central equatorial Pacific tends to drive fluctuations in global atmospheric temperatures. Agricultural commodity prices are highly influenced by weather. Unfortunately, weather is one of the hardest things to predict. But sometimes persistent weather patterns like the La Niña emerge. They offer us an opportunity to say which way crop yields are biased and which way prices are likely to head. In part ii of this webinar series we will look at: •What is the La Niña phenomenon and how consistent has it been in the past? •Which agricultural commodities are likely to benefit? •What other commodities are like to be impacted? After a challenging start to 2020, the commodities complex recovered well in the second half of the year and is entering 2021 with a lot of positive momentum. Across this series we take a look at the key themes that we believe are likely to drive the commodities markets in 2021. •A cyclical economic recovery – how will the manufacturing rebound impact commodities? •Structural recovery - will infrastructure investment add a further tailwind to commodities? •A focus on the environment – is the green energy transition accelerating? •La Niña – how can nature disrupt the agriculture complex? Other webinars in this series: + Part i: The impending reflation and portfolio readiness + Part iii: Mind the (infrastructure) gap + Part iv: Commodities, environment & the accelerating green energy transition

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