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Cocktails and Commodities
Shae Russell
48 episodes
6 days ago
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
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Investing
Business
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All content for Cocktails and Commodities is the property of Shae Russell and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
Show more...
Investing
Business
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OPEC can't prop up oil prices...and why copper will flip to a deficit in 2024
Cocktails and Commodities
18 minutes 59 seconds
1 year ago
OPEC can't prop up oil prices...and why copper will flip to a deficit in 2024

Resource news in under 20 minutes: Gold screams higher and lands back with a thud, what does this mean for future gold prices? Metals bounce around as Chinese stimulus whispers nudge prices north, OPEC cuts again yet crude still falls and China follows through on its graphite export controls.

Timestamps:

(1:02) – Gold’s hits a new high in all but one currency

(2:32) – Fed speaks, gold reacts…but aggressive rate cuts may not happen

(7:11) – Copper supply flips to a deficit & restocking of steel drives iron ore higher

(11:21) – OPEC cuts…yet prices still fell

(12:32) – China puts graphite under export controls

(15:24) – The opportunity for ASX graphite companies

Link to The Pod of Gold: https://open.spotify.com/episode/2HpJJffr9RecRn6XMELSur?si=V6FGruAuQxuCdHhAFrZx9Q

Cocktails and Commodities
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.