Oil Producers Can't Meet Rising Demand, ANZ's Hynes Says

The video discusses the ongoing Iran nuclear talks and their impact on the oil market, highlighting OPEC's struggles with production due to investment constraints. It also examines the broader commodities market, noting the sustained demand and supply issues exacerbated by COVID-19. The energy shortage and transition are explored, focusing on their effects on energy-intensive metals and the challenges posed by high electricity prices and geopolitical tensions.

In what ways has the COVID-19 pandemic influenced demand and supply in the commodities market?

How is the energy transition expected to impact commodities in the future?