I am struggling with what to write this week in a big way. Not because there’s nothing I am watching, quite the opposite. It almost feels like there is too much to watch right now.
From the outside macroeconomic factors and their influence on potential demand and subsequent price direction, to production weather in the US, export capacity in Brazil and a whole list of things happening in China, there is no shortage of market conversations we could be having. But again, the one thing that has attracted my attention the most because of its obvious influence on price, is the situation in the Black Sea.
