Sign up to save your podcasts
Or
Share Global Commodities: Oil, gas, and metals kick off a volatile year
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Global Commodities: Oil, gas, and metals kick off a volatile year
It has been a busy start of the year for commodities markets. In oil, market attention has shifted from Venezuela to Iran and the risk of more than 3 mbd of supply disruptions. Meanwhile, European TTF gas prices are up by about 25% year-to-date already as colder weather has swept through Europe. Not to be outdone, metals markets remain extremely volatile too with this week’s Section 232 conclusion on critical minerals stopping short of any immediate tariffs, raising risk of a correction after silver’s recent scorching rally.
Speakers:
Natasha Kaneva, Head of Global Commodities Research
Greg Shearer, Head of Base & Precious Metals Research
Otar Dgebuadze, Natural Gas Research
This podcast was recorded on January 16, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5175253-0, https://www.jpmm.com/research/content/GPS-5167421-0, https://www.jpmm.com/research/content/GPS-5176137-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
View all episodes
By J.P. Morgan Global Research
4.2
7575 ratings
It has been a busy start of the year for commodities markets. In oil, market attention has shifted from Venezuela to Iran and the risk of more than 3 mbd of supply disruptions. Meanwhile, European TTF gas prices are up by about 25% year-to-date already as colder weather has swept through Europe. Not to be outdone, metals markets remain extremely volatile too with this week’s Section 232 conclusion on critical minerals stopping short of any immediate tariffs, raising risk of a correction after silver’s recent scorching rally.
Speakers:
Natasha Kaneva, Head of Global Commodities Research
Greg Shearer, Head of Base & Precious Metals Research
Otar Dgebuadze, Natural Gas Research
This podcast was recorded on January 16, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5175253-0, https://www.jpmm.com/research/content/GPS-5167421-0, https://www.jpmm.com/research/content/GPS-5176137-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
More shows like At Any Rate
View all
Exchanges
973 Listeners
Bloomberg Intelligence
403 Listeners
Bloomberg Surveillance
1,166 Listeners
Odd Lots
1,999 Listeners
Notes on the Week Ahead
192 Listeners
Wall Street Breakfast
1,036 Listeners
Eye On The Market
294 Listeners
UBS On-Air: Market Moves
187 Listeners
Making Sense
67 Listeners
Thoughts on the Market
1,311 Listeners
Wall Street Week
63 Listeners
Barron's Live
211 Listeners
Global Data Pod
29 Listeners
The Macro Trading Floor
215 Listeners
The Markets
79 Listeners