The commodity markets nobody is watching — and why they should be

From youtube.com/iguk_official

The Middle East conflict is reshaping commodity markets in ways that go far beyond oil. In this episode of Commodity Markets Weekly, Ange is joined by John Meyer, Mining Analyst at SP Angel, one of the most experienced commodity market analysts in the industry, fresh back from a month in Africa visiting mining operations across South Africa, Zimbabwe and Botswana. John brings decades of experience analysing metals and mining markets. He is a regular guest on Commodity Markets Weekly and is known for his deep knowledge of precious metals, base metals and the supply chain dynamics that drive commodity prices. In this wide ranging conversation John and Ange cover everything from why gold is trading like a risk asset despite the conflict, to the tungsten shortage the US government cannot solve, to why lithium and battery storage are quietly becoming one of the most important investment themes of the decade.