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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As Iran and the US continue to work towards a deal, some commodities markets have undergone structural changes. Asian LNG, for example, has been trading at an elevated premium compared to European benchmarks, while precious metals have been sidelined in the short-term. In this episode, we present new forecast additions, as well as discuss our updated views on the trends we are observing.
Speakers:
Otar Dgebuadze, European Natural Gas
Greg Shearer, Head of Base and Precious Metals Strategy
This podcast was recorded on May 22, 2026.
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