JJMTF

Signs Of Life In Global Resources

Geopolitical conflict and the specter of weakness in the Chinese economy continued to have an outsized impact on commodity prices in the first quarter. Oil demand is expected to reach an all-time record high in 2024. Global Resources Portfolio Manager Shawn Reynolds shares his quarterly insights on natural resources and commodities.

What Iran's Attack Means For Commodities

Investing in politically sensitive commodities, such as oil and metals, could mitigate the potential impacts of rising geopolitical turmoil. Iran’s direct attack on Israel may carry significant implications for global commodity markets. The threat of further Iran-Israel escalation combined with sanctions on Russian metals underscores the need for diversification into geopolitically sensitive commodities.

What New Metal Sanctions On Russia Mean For Global Trade

London Metal Exchange has banned delivery of new Russian metal following sanctions imposed by US and UK for Russia's invasion of Ukraine. Russian nickel, aluminium and copper produced from 13 April will not be eligible for delivery to the LME. Russia accounts for about 6% of global nickel production, 5% of aluminium and 4% of copper. Metals prices will rise short-term, but there is a limit. Russian metal will flow to sanction-neutral countries.

Weekly Report: what happened at JJMTF last week (0408-0412)?

Weekly Report: what happened at JJMTF last week (0401-0405)?

Cryptocurrency ETFs: Opportunities And Risks As The Price Of Bitcoin Climbs

Weekly Report: what happened at JJMTF last week (0325-0329)?

Weekly Report: what happened at JJMTF last week (0318-0322)?