The second quarter is shaping up to be the best time for commodities in general, even though they have already moved higher in anticipation. The US and UK are expected to fully open their economies by the summer. This will, therefore, bring a return of demand for a substantial amount of consumer goods. As the demand for raw materials increases, supply is still being curtailed due to the unabated covid situation in many of the production areas, especially Brazil. The global transportation system still remains unbalanced, with shipping containers piled in ports full of goods that were unable to reach their destination ... (full story)