From OPEC+ pumping in ever-greater volumes to Donald Trump threatening 50% tariffs on copper, the near-term commodity outlook is being reshaped by both supply moves and political risk.
In this online briefing, our Commodities team examined the forces driving prices and assess how they intersect with broader macro and policy trends. During the 20-minute discussion the team addressed key issues, including:
- How OPEC+ policy raises the risk of a global oil glut;
- The wider implications of US tariffs on industrial metals markets;
- Where gold prices could go next after this year’s record-breaking rally.
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