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.
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Despite the signed Memorandum of Understanding and eased prices, tightness persists across commodities most affected by the closure of the Strait of Hormuz. In this episode, we highlight the state of natural gas and aluminum markets, as well as discuss the ‘invisible’ parts of our balances.
Speakers:
Greg Shearer, Head of Base and Precious Metals Strategy
Otar Dgebuadze, European Natural Gas
This podcast was recorded on June 18, 2026.
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