Oil Markets in a 'Fragile Balance,' Says Citi's Morse

The video discusses the dynamics of oil and natural gas markets, focusing on the impact of seasonal changes and geopolitical factors on supply and demand. It highlights the role of OPEC in managing oil supply and the challenges Europe faces in transitioning to renewable energy. The video also explores the increasing demand for metals in decarbonization efforts, emphasizing the need for copper and aluminum in energy distribution and electric vehicles.

How has the European Union's approach to fossil fuels impacted its energy reliability?

What is the significance of metals in the context of decarbonizing the planet?

What are the expected trends for metal prices in the coming decade?