Global Commodities: The final 11%

Oil is flowing from the Middle East once again. Despite that, crude and refined products prices remain high, with diesel markets especially tight. In this episode, we discuss the Strait of Hormuz, but also copper and gold, where the backdrop of high diesel prices, rising real yields and El Niño has sparked discussions.

Speakers:

Natasha Kaneva, Head of Global Commodities Research

Greg Shearer, European Natural Gas

This podcast was recorded on October 2, 2026.

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