Darrell Fletcher, Managing Director Commodities at Bannockburn Capital Markets joins me to discuss the current trends and dynamics in the commodities market. Darrell shares insights on the performance of energy commodities, precious metals like gold and silver, and base metals such as copper and iron ore. 

We discuss the impact of tariff fears, speculative money inflows, and the role of China in driving metal prices. We also cover the implications of AI data center build outs, and electrification on commodity demand, as well as detailed analyses of natural gas and crude oil markets. 

Darrell explains the hedging strategies being employed by companies and the significant differentials in global markets caused by tariff risks.

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