Energy prices have been falling recently as concerns about weaker demand took centre-stage, but we expect constrained supply to put a floor under prices in the coming months. By contrast, we expect industrial metals prices to fall further given the downturn in China’s economic activity. Elsewhere, droughts have lifted agricultural prices, but supply is holding up relatively well so that prices should ease back.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.