Natasha Kaneva is joined by Greg Shearer to discuss the latest news across base and precious metals.  European smelter curtailments and dwindling available LME inventories of zinc has sparked supply security fears in yet another industrial metal.  How concerned should industrial consumers be?  Moreover, the pair discuss the impact of the LPPM’s suspension of Russia’s two PGM refineries and whether or not gold will ever trade on real-yield fundamentals again.

 

Speakers

Natasha Kaneva, Head of Global Oil and Commodities Research

Gregory Shearer, Head of Metals Research

 

This podcast was recorded on April 14. 2022.

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