Ospraie’s Anderson: 2021 Gas Starting to Look ‘Interesting’, Palladium Potentially 'Explosive'

The video discusses various commodity markets, focusing on soft markets like coffee and sugar, which are moving into structural deficits. It also covers the US grains market, highlighting opportunities and challenges, particularly in relation to China. The discussion shifts to Palladium and Rhodium, emphasizing their high prices and market volatility due to demand in the auto catalyst sector. Finally, the video explores the future prospects of the natural gas market, considering production growth and potential supply chain issues.

Discuss the potential impact of high prices on the demand for Palladium and Rhodium.

What are the current challenges and opportunities in the natural gas market for 2021?