CBA's Dhar on Commodities Outlook

The video discusses the current state of the oil market, focusing on geopolitical factors like the Russia-Ukraine conflict and China's COVID-19 lockdowns. It analyzes the impact on global oil demand and supply, particularly Brent crude prices. The discussion extends to China's economic strategies and their effect on commodities, as well as the influence of the US dollar on commodity prices. Finally, it explores investment opportunities in base metals, fossil fuels, and energy sectors, considering both short-term and long-term horizons.

How might the easing of COVID-19 restrictions in China affect commodity consumption?

What role does the U.S. dollar play in the outlook for commodities?

What are the long-term investment opportunities in base metals and battery metals?