
The conflict remains in suspended animation with little concrete progress to support the more optimistic assessments of a return to normality. Commodity markets are on a knife-edge and tanks and strategic supplies are emptying. Aldo Spanjer, Head of Commodity Strategy at BNP Paribas’ Markets 360 outlines the pathways from here. Will oil be at $70 or $200? Why does gas face larger risks in a prolonged disruption? And how to cut through the noise and focus on the signals? For more on BNP Paribas Markets 360 visit https://globalmarkets.cib.bnpparibas/markets-360/ For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

The Great CapEx Surge with Erikhans Kok

Unearthing Alpha with a Metals Hedge Fund with Matt Heap

Sulphurous Times with Meena Chauhan

Sanctions Strait Talk with David Tannebaum
Free AI-powered recaps of The HC Commodities Podcast and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.