Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul><li>Outlook for 2025 across commodities sectors discussed</li><li>Bullish view on gold, base metals, and agricultural commodities</li><li>Neutral to bearish outlook on oil prices for 2025 and 2026</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Outlook for 2025 across commodities sectors discussedBullish view on gold, base metals, and agricultural commoditiesNeutral to bearish outlook on oil prices for 2025 and 2026This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base metals ...

<ul><li>Discussion on gold rates above 1700 and potential drivers</li><li>Analysis of US energy and mineral policies under different administrations</li><li>Impact of US-China trade relations on base metals and agricultural markets, including potential tariff escalations and trade disruptions.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on gold rates above 1700 and potential driversAnalysis of US energy and mineral policies under different administrationsImpact of US-China trade relations on base metals and agricultural markets, including potential tariff escalations and trade disruptions.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: 2024 US Election Watch—Cutting Through the Noise

<ul><li>Commodity markets are down despite stimulatory measures from China, with oil prices falling due to increased supply from Libya and OPEC plus alliance</li><li>China's demand outlook for oil remains steady, with forecasts for oil demand growth unchanged despite stimulus measures</li><li>Base metals, particularly copper, have seen a price increase due to stronger demand impulses from China, with bullish outlook and potential upside risks for the first half of 2025</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Commodity markets are down despite stimulatory measures from China, with oil prices falling due to increased supply from Libya and OPEC plus allianceChina's demand outlook for oil remains steady, with forecasts for oil demand growth unchanged despite stimulus measuresBase metals, particularly copper, have seen a price increase due to stronger demand impulses from China, with bullish outlook and potential upside risks for the first half of 2025This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX and Commodities: Everything Everywhere All at once

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

Cross Asset Strategy

<ul><li>Gas producers are responding to weak prices in 2024 by cutting capital spending by 8-17%.</li><li>Production hit all-time highs at the end of 2023, but has since decreased with a surplus in gas storage.</li><li>Operators are managing risks of potential future demand by building up duck inventory and focusing on operational momentum.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gas producers are responding to weak prices in 2024 by cutting capital spending by 8-17%.Production hit all-time highs at the end of 2023, but has since decreased with a surplus in gas storage.Operators are managing risks of potential future demand by building up duck inventory and focusing on operational momentum.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How Are Gas Operators Navigating the Difficult Gas Environment in 2024?

Thematic (Sector/Industry)

<ul><li>US natural gas market seeing production reduction by Chesapeake, but overall storage trajectory only slightly affected</li><li>European natural gas market showing signs of rebound in industrial demand, with companies reporting higher demand in key countries like France and Germany</li><li>Weather forecasts and production reductions in the Lower 48 indicating potential for lower prices for longer in the natural gas market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US natural gas market seeing production reduction by Chesapeake, but overall storage trajectory only slightly affectedEuropean natural gas market showing signs of rebound in industrial demand, with companies reporting higher demand in key countries like France and GermanyWeather forecasts and production reductions in the Lower 48 indicating potential for lower prices for longer in the natural gas marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial de...

United States

Natural gas is a naturally occurring hydrocarbon gas mixture consisting primarily of methane, but commonly including varying amounts of other higher alkanes, and sometimes a small percentage of carbon dioxide, nitrogen, hydrogen sulfide, or helium. It is formed when layers of decomposing plant and animal matter are exposed to intense heat and pressure supplied by existing under the surface of the Earth over millions of years. The energy that the plants originally obtained from the sun is stored in the form of chemical bonds in the gas.

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Natural Gas (NATURAL GAS COMDTY)

Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base metals ...

The annual outlook for commodity prices in 2025 predicts a small increase, with bullish trends in base metals and agricultural commodities, but...

At Any Rate

Global Commodities: 2024 US Election Watch—Cutting Through the Noise

The episode covers discussions on gold rates, Trump and Harris administrations' approaches to energy commodities, China's impact on electric...

At Any Rate

Global FX and Commodities: Everything Everywhere All at once

The bazooka stimulus in China has impacted oil, ag, and gas markets, with crude oil prices dropping due to expectations of increased supply, while...

At Any Rate

How Are Gas Operators Navigating the Difficult Gas Environment in 2024?

Operators in gas basins are cutting capital spending due to weak prices, with production levels decreasing and gas storage levels above average,...

Commodities Focus

Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial de...

The US natural gas market faces changes with Chesapeake deferring production, leading to lower prices and reduced storage levels by October, while...

At Any Rate

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