Goldman's Currie on G-20 as Catalyst for Commodities

The video discusses the potential role of the G20 in stabilizing commodity prices, focusing on oil and the impact of the US-China trade war. It examines US shale supply, OPEC production cuts, and the influence of US presidential policies on oil prices. The dynamics of commodity markets, including the role of algorithmic trading and liquidity issues, are explored. The video also covers trends in the natural gas market, the impact of global growth on commodity demand, and overcapacity in the steel and aluminum industries.

What are the two biggest issues driving commodity prices mentioned in the text?

How does the trade war impact base metal prices and soybeans?

Why is it in the United States' interest to see oil prices higher?

What is the significance of a potential OPEC plus production cut?

What are the implications of the President's influence on oil prices?

What factors contribute to the underperformance of broader commodities compared to other asset classes?

How does the current economic environment affect the demand for commodities?