In this podcast [min. 33], Insightview interviewed Ole S. Hansen, head of Commodity Strategy, Saxo Bank, about the upcoming winter in Europe and its implications for energy prices. A mild winter going into 2023 appears to have somewhat diminished the focus on how the next winter could impact energy prices in Europe.
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‌Gas storage facilities are full, and the situation in Ukraine "seems" to be under control – at least, that's the perception. Additionally, the Chinese economy is operating at a slower pace than anticipated. This, combined with inverted yield curves in Europe and the USA, indicates weak demand for energy.

On the energy supply side, things also seem relatively calm. Is the "winter secured," or are we now in a situation where complacency prevails among decision-makers in the EU and the financial market? Insightview asks Ole whether there is still something that we have overlooked. In the podcast, we will also touch upon the future development of other commodities, such as agricultural products, which could be impacted by devastating heat waves around the world.
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See the related article here https://insightview.eu/macro_article.php?aid=7312

‌Charts linked to this podcast:
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‌Iron ore prices in China
‌Aluminium
‌Copper
‌Container freight rates out of China
‌Natural gas prices - Europe and USA
‌Electricity prices - Europe
FAO Food Price Index
‌China demographics
‌Capex in Australia's mining sector