'Russia-Linked' Metals to Rise Further: Fitch Solutions

The video discusses the impact of Russia's role as a major exporter of metals like aluminium, nickel, palladium, and copper on global commodity markets. It explores how psychological factors and physical market conditions, such as sanctions and supply restrictions, influence prices. The long-term outlook for metals is strong due to their role in the green transition, despite geopolitical tensions. Gold prices are driven by the Russian-Ukraine conflict, inflation, and anticipated Fed rate hikes.

What are the long-term outlooks for metals used in the green transition?

What role does inflation play in the pricing of gold and other commodities?