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Darrell Fletcher - From Tariffs to Trade Flows, What’s Driving Commodity Prices Now?
Manage episode 485430332 series 3374176
In this Daily Editorial I’m joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to get a behind-the-scenes view of what's really happening across the commodity complex. Darrell shares key insights from the trading desk on oil, natural gas, copper, and gold - highlighting what’s changed since our last chat on April 30th.
Key themes covered:
- Choppy, range-bound commodity trading across oil, nat gas, copper, and gold
- Post-COVID repricing: Why copper, gold, and gas remain elevated while oil struggles
- China’s uncertain demand and the impact of global trade tensions on CapEx
- Forward curves as leading indicators: What they reveal about natural gas and crude
- The long-term impact of permitting reforms and capital constraints in mining
- Why gold remains a safe haven in an unstable fiscal and geopolitical environment
Darrell also offers perspective on summer trading trends, positioning shifts from COT reports, and whether oil can hold the critical $60–$65 range.
Click here to learn more about Bannockburn Capital Markets.
🛢️ For real-time commodity quotes and more commodity-focused podcasts, visit ClearCommodity.net
316 episodes
Manage episode 485430332 series 3374176
In this Daily Editorial I’m joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to get a behind-the-scenes view of what's really happening across the commodity complex. Darrell shares key insights from the trading desk on oil, natural gas, copper, and gold - highlighting what’s changed since our last chat on April 30th.
Key themes covered:
- Choppy, range-bound commodity trading across oil, nat gas, copper, and gold
- Post-COVID repricing: Why copper, gold, and gas remain elevated while oil struggles
- China’s uncertain demand and the impact of global trade tensions on CapEx
- Forward curves as leading indicators: What they reveal about natural gas and crude
- The long-term impact of permitting reforms and capital constraints in mining
- Why gold remains a safe haven in an unstable fiscal and geopolitical environment
Darrell also offers perspective on summer trading trends, positioning shifts from COT reports, and whether oil can hold the critical $60–$65 range.
Click here to learn more about Bannockburn Capital Markets.
🛢️ For real-time commodity quotes and more commodity-focused podcasts, visit ClearCommodity.net
316 episodes
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