Real Vision, Released on 8/15/23

The recent surge in oil and copper prices has some investors pondering a new commodities bull market. Oil and copper have seen significant upward movement in the last couple of months. This recent price action — coupled with widening energy crack spreads, a weakening U.S. dollar, and renewed optimism for the Chinese economy — could be a signal of a new bull market cycle in commodities. Andreas Steno is joined by the internet’s favorite green chicken, Doomberg, to explore whether the current macro and geopolitical picture favor more upside in commodities — and what that means for the rest of the global economy.

The Backdrop For Commodities 00:43
What Do Wider Crack Spreads Signal For The Energy Markets? 0:10:47
US And European Energy Policy 0:17:38
Natural Gas Market And Benchmark Spreads 0:27:37
5 Signs Of A Bull Market In Commodities? 0:38:38

Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity and finance to deliver innovative thinking and clarity to complex problems. Doomberg on Substack: https://doomberg.substack.com.

  commodities, doomberg, energy, global economy, inflation, investing, natural gas, oil