Fat Prophets' Lennox on Oil & Broader Commodities

The video discusses the dynamics of oil supply and demand, highlighting the impact of geopolitical tensions, particularly the Ukraine conflict, and the strong US dollar on commodity prices. It predicts the performance of various commodities, with a focus on nickel and lithium, and examines the potential effects of China's economic reopening. The video also addresses the investment cycle in future-facing commodities, emphasizing the need for new projects to meet demand.

What factors are currently affecting the supply and demand dynamics of oil?

How does the strength of the US dollar impact commodity prices?

What are the expectations for gold performance in the upcoming year?

What role do geopolitical tensions play in the commodity market?

How is the reopening of China expected to influence global commodity demand?

What indicators should be monitored to assess the strength of China's iron ore demand?

What challenges are faced in the investment cycle for future-facing commodities?