Darrell Fletcher, Managing Director Commodities at Bannockburn Capital Markets joins me to recap commodity moves in 2024 and his outlook for 2025.
Key topics include performance analysis and future outlooks for major commodities such as natural gas, precious metals, base metals, oil, and more. Darrell highlights the impact of global factors like Chinese demand, weather volatility, inflation trends, and the geopolitical landscape on these markets.
We delve into specific commodities’ performance trends, including strong starts for natural gas and crude oil in 2025 and the ongoing challenges for ferrous metals. Darrell also shares insights into how upcoming U.S. administration policies and trade tariffs could influence market volatility and investor confidence as well as the strong US Dollar to start the year.