DiscoverThe Investment Perspective, with Ninety One#39 Decoding supply and demand dynamics in commodity surge
#39 Decoding supply and demand dynamics in commodity surge

#39 Decoding supply and demand dynamics in commodity surge

Update: 2025-08-06
Share

Description

A global commodity index has hovered near multi-year highs for months, but beneath the surface, individual commodities tell very different stories. George Cheveley delves into the supply-and-demand dynamics behind key commodities, including platinum group metals, copper, oil, and gold. He discusses what’s powering the rally, and what may lie ahead.

Hosted on Acast. See acast.com/privacy for more information.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

#39 Decoding supply and demand dynamics in commodity surge

#39 Decoding supply and demand dynamics in commodity surge