Global Commodities: El Niño faces a dunkelflaute
Show notes
Between El Niño and a dunkelflaute, which one wins? In this episode, we discuss how competing weather patterns affect natural gas, but also how gold and copper are reacting to the midterms and interest rate re-pricing.
Speakers:
Otar Dgebuadze, European Natural Gas
Greg Shearer, Head of Base and Precious Metals Strategy
This podcast was recorded on November 13, 2026.
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