Marex Metal Minutes

In this week's Metal Minutes, Anna Stablum and Dr Guy Wolf, Marex Global Head of Market Analytics, take more of a quant approach to current metals markets, discussing Marex's spec positioning and risk indices data.  Guy is cautiously optimistic current markets, describing the risk reward as "ok" with "more upside opportunity than downside." Anna also takes a look at the week ahead. 

In this week's Metals Minutes, Anna Stablum flies solo. Markets have been less volatile, but aluminium continues to be in focus as the Chinese government intervenes in the thermal coal markets to curb energy prices. 

In this week's Metal Minutes, Anna Stablum is joined by Marcel Dietsch, Marex's Head of Quantamental Analytics to discuss yet another busy week in global metal markets, with a particular look at ali positioning and energy prices.  Marcel also discusses his most recent research, 'Wheels up for Copper, hitting the inelastic part of the supply curve' and 'Wall of money has yet to hit Metals'. 

In this edition of Metal Minutes, Marex's Anna Stablum and Cape Noir's Piers Montgomery discuss what has been an extraordinary time in the metals markets. There has been panic buying in copper, short covering, rocketing trading volumes, physical tightness, shortage of scrap and market surprises. So much to talk about, in only a short time...