Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
Thursday Apr 14, 2022
Thursday Apr 14, 2022
Natasha Kaneva is joined by Greg Shearer to discuss the latest news across base and precious metals. European smelter curtailments and dwindling available LME inventories of zinc has sparked supply security fears in yet another industrial metal. How concerned should industrial consumers be? Moreover, the pair discuss the impact of the LPPM’s suspension of Russia’s two PGM refineries and whether or not gold will ever trade on real-yield fundamentals again.
Speakers
Natasha Kaneva, Head of Global Oil and Commodities Research
Gregory Shearer, Head of Metals Research
This podcast was recorded on April 14. 2022.
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