Goldman Sachs's on the Commodities Market

The video discusses the current state of the energy market, focusing on the impact of winter demand on oil and gas prices. It highlights the global gas market dynamics, including supply disruptions and demand from China. The discussion covers demand destruction and its role in accelerating the energy transition, emphasizing the attractiveness of renewables. The video also examines the effects of high input prices on commodity markets, particularly aluminium and fertilizers. Finally, it explores the impact of the Evergrande crisis on the metals market, with a focus on copper and iron ore.

What are the potential consequences of a tight global gas market?

How are disruptions in Russian supply affecting the global gas market?

What role does the Evergrande situation play in the metals market?