Category: Insights

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The YARD by SEVENTYFIVE Investments has reported the performance for the second quarter of 2025, achieving a +12.6% return, significantly outperforming major global benchmarks including the S&P 500 (+10.85%), MSCI World Index (+1.8%), and the average hedge fund return (+2.8%).

Strategic Positioning Drives Growth

The second quarter of 2025 marked a significant turning point for global financial markets, delivering one of the strongest quarterly performances in recent years. Global equities surged, reflecting renewed investor confidence, strong corporate earnings, and easing macroeconomic pressures.ifting decisively toward risk assets.

Key market drivers included sustained momentum in artificial intelligence and digital infrastructure, which propelled growth in speculative and innovation focused sectors. Central banks signaled a potential pause or pivot in interest rate hikes, boosting investor confidence and liquidity. Despite ongoing geopolitical and trade tensions, corporate investment remained resilient, particularly in areas of automation and innovation.

China has implemented new measures restricting its local companies from making investments in the United States. This move is seen as a strategic effort to enhance Beijing’s negotiating power as global trade disputes intensify.

Recent reports suggest that China’s National Development and Reform Commission (NDRC) has halted approvals for firms looking to invest in the US. The decision comes as a response to increasing trade barriers, with a focus on protecting China’s economic interests amid international pressures.

Historically, China has exercised caution over outbound investments, largely driven by concerns over national security and capital outflows. However, the latest measures reflect an urgent pushback against escalating tariffs and trade policies. China’s total outbound investment into the US fell by 5.2% in 2023, contributing to just 2.8% of its overall international investments that year. While the new restrictions primarily target corporate investments in the US, existing partnerships and financial commitments appear unaffected. Nevertheless, this development adds a layer of uncertainty for businesses navigating the already challenging global trade environment.

The European Union has made significant progress in its shift towards renewable energy, with 47% of its electricity generated from sustainable sources in 2024, according to Eurostat. This marks an increase of 2.6 percentage points compared to the previous year, reflecting the region’s ongoing efforts to transition towards a greener and more sustainable energy landscape.

Wind energy continues to lead the way, contributing 39% to the EU’s renewable energy output, followed by hydropower at 30% and solar power at 22%. These renewable sources collectively form a critical part of the EU’s strategy to reduce carbon emissions and decrease dependency on fossil fuels like coal and natural gas.

Denmark and Portugal are trailblazers in this transition, generating an impressive 89% and 87% of their electricity from renewable sources, respectively. Their commitment serves as a model for other EU nations. However, the region still faces disparities, with countries such as Malta and the Czech Republic lagging behind. These nations produced only 15% and 18% of their electricity from renewables in 2024, illustrating the uneven pace of adoption across the bloc. The Netherlands has aligned itself closely with the EU average, generating nearly half of its electricity from renewable energy. Wind turbines dominate the country’s renewable energy production, complemented by solar panels as a significant secondary source. This development highlights the growing importance of harnessing natural resources to meet energy demands sustainably.

This advancement in renewable energy adoption coincides with a broader decline in coal and natural gas usage for electricity generation in Europe. In the Netherlands, for instance, fossil fuel-based electricity production has dropped nearly 40% over the past five years, emphasizing the region’s dedication to reducing its environmental footprint. As the EU continues to strive toward its long-term sustainability goals, the increasing reliance on renewable energy is a testament to its commitment to combating climate change and fostering a greener future. However, achieving uniform progress across member states remains a challenge, underscoring the need for collaborative efforts and supportive policies to close the gaps and accelerate the transition on a broader scale.

The global natural rubber industry is poised to endure a fifth consecutive year of supply shortages in 2025. Projections indicate that worldwide demand for natural rubber will grow by 1.8%, significantly outpacing the anticipated 0.3% increase in production. This enduring imbalance highlights the mounting challenges faced by leading natural rubber-producing nations, including Thailand, Indonesia, Vietnam, and China.

Natural rubber, esteemed for its durability, elasticity, and versatility, remains an indispensable material across numerous industries, ranging from automotive manufacturing and industrial goods to medical equipment and footwear production. However, adverse climatic conditions have significantly impeded production efforts in recent years. For instance, in Thailand, extreme heatwaves followed by severe flooding have extended periods of low production and curtailed peak yields. Similarly, China has experienced typhoons and heavy rains that have damaged critical rubber-producing regions. Furthermore, economic factors have exacerbated these production challenges. Rising labor costs, limited land availability, and the impact of diseases such as leaf flow disease have prompted many farmers to transition to more profitable crops, including palm oil. Such shifts in agricultural focus, coupled with the declining productivity of aging rubber trees, have further constrained the global supply of natural rubber.

The competition from synthetic rubber, derived from petrochemical sources, remains a significant factor within the market. Nevertheless, the unique properties of natural rubber ensure its continued indispensability for specific applications. Industry experts project that the global rubber market will achieve a valuation of $65.7 billion (€60.3 billion) by 2030, driven by sustained demand across diverse sectors.

The Global Platform for Sustainable Natural Rubber (GPSNR) is actively promoting the adoption of sustainable practices within the industry. By 2025, the organization intends to train 1,000 farmers in Thailand in agroforestry techniques, representing a significant step toward improving the sustainability and viability of natural rubber production.

In Bologna, Italy, supercomputers inside a former tobacco factory crunch weather data daily to help energy traders make informed decisions. However, a new AI model developed by the European Centre for Medium-Range Weather Forecasts (ECMWF) is changing the game.

This AI model not only uses real-time data but also incorporates historical information, resulting in more accurate predictions of temperature, precipitation, wind, and tropical cyclones. The model consumes less computing energy and provides forecasts much faster than traditional methods. Energy traders benefit from these advancements by responding quickly to weather changes, minimizing energy surpluses and shortages. The AI model’s two-week forecasts help companies and policymakers make faster decisions, such as canceling rail services or dispatching trucks for road safety.

The AI-driven approach marks a significant shift from conventional methods, leveraging vast amounts of climate data for improved accuracy. Despite the rapid progress, experts believe a hybrid system combining AI and traditional forecasts will be the most effective. ECMWF’s next step involves integrating AI models with satellite and weather station data and exploring new sources of weather information. These advances promise to increase forecast update frequency and improve performance, ultimately benefiting the energy market.

China announced import tariffs on $21 billion worth of U.S. agricultural and food products, including soybeans, wheat, meat, and cotton. The companies affected by the suspension are CHS Inc., Louis Dreyfus Company Grains Merchandising LLC, and EGT. According to China’s customs department, the suspensions were due to the detection of ergot and seed coating agents in U.S. soybeans and pests in U.S. logs.

This action follows U.S. President Donald Trump’s decision to implement an additional 10% duty on Chinese goods, resulting in a cumulative 20% tariff. The U.S. cited Chinese inaction over drug flows as the reason for the increased tariffs. Approximately half of U.S. soybean exports, totaling nearly $12.8 billion in 2024, are shipped to China. The suspension of U.S. logs is a direct response to Trump’s order for a trade investigation on imported lumber, with the president considering a 25% tariff on lumber and forest products.

Agriculture analyst Even Pay from Trivium China noted that the large import volumes and natural origin of soybeans and lumber make them susceptible to plant health and pest issues, making them convenient targets for trade retaliation. China is one of the world’s largest importers of wood products and the third-largest destination for U.S. forest products, importing around $850 million worth of logs and other rough wood products from the U.S. in 2024. In addition to the soybean and log suspensions, China imposed a 15% tariff on U.S. chicken, wheat, corn, and cotton, and an extra 10% levy on U.S. soybeans, sorghum, pork, beef, aquatic products, fruits, vegetables, and dairy imports, effective from March 10.

China’s efforts to reduce its dependence on U.S. supplies have strengthened its position to target U.S. farm goods with less impact on its food security and greater harm to U.S. farmers compared to the 2018 trade war during Trump’s first administration. The country has turned to South American producers, boosted agricultural cooperation with allies, and increased domestic production through expanded planting and technology use.

European car manufacturers have been granted an additional two years to meet their CO2 emission reduction targets. European Commission President Ursula von der Leyen confirmed the proposal, extending the deadline from one to three years. Companies are still required to reduce their CO2 emissions, and previously announced fines will remain in place if models continue to exceed emission limits from 2027.

Von der Leyen stated, “Companies must meet the targets, but this provides more breathing room for the industry.” She also emphasized the need for “predictability and fairness for the pioneers who have successfully done their homework.” According to the Commission President, Europe needs more robust and resilient supply chains for the automotive industry, particularly for batteries. Von der Leyen acknowledged the challenge, noting that while European production is ramping up, imported batteries remain significantly cheaper.

The European Commission is considering additional support for European battery producers, though Von der Leyen did not specify the nature of this support. The Commission will also introduce new quality standards for battery cells and other components.

Global trade experienced significant growth last year, a stark contrast to the over 1 percent decline seen the previous year. Unfortunately, this trend did not extend to the Eurozone, which saw both imports and exports contract. According to the World Trade Monitor, there was notable trade growth in emerging economies in Southeast Asia and Latin America. China significantly boosted its exports of electric vehicles, batteries, and solar panels, while the United States also saw an increase in its export figures.

For Europe, the news is less favorable. The Eurozone’s imports and exports both decreased, with the weakening European industry highlighted by the struggling German automotive sector. This sector faces stiff competition from China, which is becoming a dominant auto exporter. The United Kingdom also saw a clear decline in exports.

The looming threat of import tariffs announced by U.S. President Donald Trump adds further uncertainty. However, the believes that these higher tariffs on foreign goods will have a limited impact on global trade volumes. Instead, shifts are expected in the trade dynamics between countries. Trump’s tariffs are likely to hurt the U.S. initially, as exports to the U.S. may decrease, while exporting to the EU could become more attractive. The analysis suggests that while global trade is on the rise, the Eurozone must navigate its challenges to regain a foothold in the competitive global market.