Report
Key Commodity Market Themes for 2021
The commodities complex entered 2021 on a strong footing, with most commodities rallying in the fourth quarter. Looking ahead to this year, we expect the following themes to influence the commodities in our coverage universe: Cross commodity: A weaker dollar Precious metals: Low rates Base metals: President Biden’ s infrastructure plan; China’s shift from ‘old’ to ‘new’ stimulus; Australia-China tensions. Oil: The s peed of inventory normalisation; Upstream CAPEX cuts; Heightened financial flows Natural Gas: A continuation of seasonal boom-bust pricing dynamics in Europe and Asia.
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Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Bernard Dahdah
Joel Hancock
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