Long Anticipated Commodity Rally Happening Now: Citigroup’s Liao

The video discusses the current commodity super cycle driven by China's demand, focusing on steel, copper, and aluminium. Iron ore prices have peaked due to strong construction and manufacturing demand, but a mean reversion is expected. China's property and credit markets are under scrutiny, affecting future commodity demand. Copper faces supply disruptions, leading to potential price increases. Palladium is projected to remain in deficit, with prices expected to rise as supply struggles to meet demand.

How is the supply situation in Chile affecting copper prices?

What are the expected trends for copper prices in the coming months?

What is the forecast for palladium prices, and what factors are influencing this forecast?