There is no evidence that a bottom is in and that it's all bull from here. Natural gas continues to make higher highs and higher lows, but really now has worked its way right back to those major hies they put in through the summer. If this just cracks those hies on a closing basis, there's every chance that we might see 11 or 12 dollars on the upside on that gas. Let's move on to copper futures on page eight.
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV
Download Leigh's charts: https://bit.ly/3dGIUXy
Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm
Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
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