Commodities Weekly: Re-routing to become the name of the game

While expectations for tariffs and sanctions have buffeted industrial metals prices this week, the lesson from previous periods has been that trade flows will readjust relatively quickly, leaving fundamentals in the driving seat for prices in the long run. Meanwhile, the news that the EU is debating restarting imports of Russian pipeline gas as part of a deal to end the war in Ukraine presents a key downside risk to European natural gas prices.

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