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Darrell Fletcher - From Tariffs to Trade Flows, What’s Driving Commodity Prices Now?

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Manage episode 485430332 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

316 episodes

Artwork
iconShare
 
Manage episode 485430332 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

316 episodes

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