Goldman’s Currie Is Watching Three Commodities Themes in 2020

The video discusses China's 2020 purchase plans from the US, highlighting livestock and corn as areas of potential growth, while soybeans and cotton may see less demand. It examines China's energy demand, particularly LNG and oil, and the impact of trade deals. The video also explores trends in the commodity sector, noting a decline in cap ex and the influence of ESG strategies. Investment opportunities in commodities are discussed, focusing on backwardation and market dynamics. Finally, the video analyzes the gold and copper markets, emphasizing geopolitical risks, central bank demand, and supply constraints.

What is the outlook for corn and livestock imports from the US to China?

How does the speaker describe the current demand for LNG and oil from China?

What is the expected price for copper per ton mentioned in the text?