UBS' Shaw: Question Supply Growth For Base Metals in 2017

The video discusses the impact of geopolitical surprises on markets, with a focus on commodities like gold and oil. UBS strategist Lachlan Shaw provides insights into the 2017 commodity market, highlighting supply and demand dynamics, particularly in China. Key commodities such as copper, zinc, and nickel are analyzed, with projections for price increases due to demand and supply constraints. Risks, including China's property market and US political changes, are considered. The potential impact of fiscal policies, especially in the US, on commodity demand is also explored.

What are the expectations for the supply growth of copper in 2017?

What role does the Chinese property market play in the demand for commodities?

How might the shift from monetary to fiscal focus impact commodities in 2017?