Commodities have been experiencing a rally across all sectors, driven by positive action and big picture forces.
In this episode of The Commodity Exchange, Nitesh and Mobeen discuss the recent rally in commodities, covering precious metals, energy, industrial metals, and agriculture.
They discuss the rally in gold and silver, the role of central banks and China in driving demand, and the potential upside for silver. They also talk about platinum and palladium, the impact of the energy transition, and the tight supply in platinum. They touch on copper and its importance in the energy transition, as well as natural gas and its seasonality. Finally, they discuss the recent rally in wheat and other agricultural commodities.
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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