This week, Nitesh and Mobeen are joined by Francisco Blanch, Managing Director, Head of Global Economics and Derivatives research at Bank of America Securities.
Together they discuss what common threads weave together the fate of energy and industrial metals and what forces might drive them apart in the future.
(00:00) Intro and Disclaimer
(01:51) Market recap
(04:40) Current positioning in oil futures
(07:40) Russian sanctions
(10:40) US oil rigs
(13:57) The IEA's June oil market report - China's recovery
(16:19) Thinking long term about oil prices
(19:15) Carbon markets and their role in energy transition
(22:30) Energy transition and its impact on industrial metals
(26:25) Where are the big tail risks in the commodity markets?
(29:17) Outro
(30:41) Disclaimer
You can follow our panellists on Twitter at:
Nitesh: https://twitter.com/NiteshShahWT
Mobeen: https://twitter.com/MobeenTahirWT
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Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities
