'21 is going to be a good year (for commodities)
ING THINK aloud18 Jan 2021

'21 is going to be a good year (for commodities)

Optimism surrounding the Covid vaccine coupled with a crude oil production cut from Saudi Arabia have lifted the price of Brent by about 7% since the start of the year, adding to a 25% surge in the last three months of 2020. But with many economies still in full lockdown, demand for oil is expected to be weak over the next few months while higher prices could encourage some producers to pump more than agreed. So are the gains justified or has the rally gone too far? And how will the rest of the commodities complex perform this year? Warren Patterson, ING’s Head of Commodities Strategy in Singapore, shares his thoughts.

Episoder(125)

Deals, deployment and digital-free childhoods - Telecoms in 2026

Deals, deployment and digital-free childhoods - Telecoms in 2026

In this podcast, ING’s Jan Frederik Slijkerman discusses the key trends that are set to define the European telecoms sector in 2026

23 Feb 10min

Pharma 2026: Higher prices, manufacturing migration, China's ascent

Pharma 2026: Higher prices, manufacturing migration, China's ascent

Are Trump’s pharmaceutical policies a seismic revolution, or just hot air? Will he succeed in lowering drug prices in 2026? Will manufacturing shift to the US? And how will all of this impact Europe a...

22 Jan 25min

The data centre power play - AI, energy and Europe's next move

The data centre power play - AI, energy and Europe's next move

In this podcast, ING's Diederik Stadig, Gerben Hieminga and Coco Zhang discuss the role of data centres in driving global economic growth, strategies to tackle the energy challenge, and what Europe mu...

27 Nov 202519min

Firings, the Fed's future, and the fallout for policy and markets

Firings, the Fed's future, and the fallout for policy and markets

In this podcast, ING's James Knightley and Padhraic Garvey discuss President Trump's efforts to steer monetary policy - and the economic narrative - through high-profile firings at the Federal Reserve...

2 Sep 202521min

Pharma's bitter dose of tariff pressure

Pharma's bitter dose of tariff pressure

The Trump administration has imposed a 15% tariff on EU pharmaceuticals and threatened even steeper levies elsewhere. At the same time, however, the government has issued ultimatums to 17 companies to...

5 Aug 202516min

How far can the dollar fall?

How far can the dollar fall?

The US dollar's historic plunge has sent ripples across global currency markets. As its dominance falters, investors everywhere are asking, how far could it fall - and who stands to gain? In this week...

18 Jul 202515min

Tariff gambit shifts to August. Then what?

Tariff gambit shifts to August. Then what?

President Donald Trump this week delayed the planned  9 July tariff hikes on US imports, notifying 22 countries that rates could rise as much as 50% on 1 August.The White House had paused these measur...

10 Jul 202524min

Iran-Israel ceasefire holds but risks remain

Iran-Israel ceasefire holds but risks remain

A US-brokered ceasefire between Iran and Israel sent oil prices tumbling this week, as traders and investors bet that the bombing campaigns are over and that the crucial Strait of Hormuz - through whi...

26 Jun 202516min

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