---
title: "Commodities & Agriculture"
url: https://independentstockanalysis.com/commodities-agriculture/
description: "The commodity supercycle by Frank Holmes . Economic and commodity outlook: Rio Tinto . Most of the commodity complex is depressed, though soybeans, wheat…"
published: 2012-07-17
updated: 2012-07-17
---

# Commodities & Agriculture

Published 2012-07-17

Posted on

by

J.J. Butler

The commodity supercycle by [Frank Holmes](http://www.usfunds.com/investor-resources/frank-talk/how-to-look-past-negativity-to-see-opportunity/).

Economic and commodity outlook: [Rio Tinto](http://www.riotinto.com/documents/Economic_Outlook_and_Commodity_Prices_29_June_2012.pdf).

Most of the commodity complex is depressed, though soybeans, wheat and corn have crushed it. [Sober Look](http://soberlook.com/2012/07/year-to-date-commodity-returns.html)

“Until the weather changes significantly, we’re going to continue to see the uptick in corn,” [Bloomberg](http://www.bloomberg.com/news/2012-07-17/corn-reaches-13-month-high-on-signs-of-worsening-u-s-drought.html). Corn chartology: [See It Market](http://www.seeitmarket.com/chartology-corn-prices-fueled-by-persistent-drought/)

Sensationalistic photos of the drought effect on crops: [Business Insider](http://www.businessinsider.com/photos-of-drought-devastating-american-farmland-2012-7). Jim Rogers: Much Bigger Problems Than Drought Threaten Grains: [Money News](http://www.moneynews.com/Markets/Rogers-Drought-Grains-food/2012/07/17/id/445617).

“soaring demand for Australian food, particularly beef, among China’s 100 million wealthy people…” [Mining](http://www.mining.com/2012/07/17/ill-have-mine-rare-chief-of-10-billion-chinese-pilbara-project-now-prefers-beef-over-iron-ore/).