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Marko Papic: Game Over For The Oil Bulls
The Macro Trading Floor
Commodity Markets
A. I think essentially, what pruden obtained with the invasion of ukrane a and the annulment of the norstream two pipe line, at least for the time being, was the possibility to price natural gas as monopoly. So if that's true, and if we have a sliding demand cycle more or less painted clearly into the picture over the next two quarters, then i am tempted to besor commodities broadly speaking,. across industrial metals, across the energy space, and maybe even, to a certain extent, the precious metal space. But as my mender always said, something that has dropped 20 % can isly drop another 20%. That's the mathematic of downside e d
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