Opeck are the main stay when you're looking at potential source of new found supply. But they don't necessarily want to do so, despite joe barden's pushing it for them to do more. The weather is going to be key - we've already heard about this new elnino weather passon coming through in asia. That means the potential for colder months ahead. And so if you wrap all that up,you're looking at the potential for supply to really underperform against demand.
In this special bonus episode, brought to you in partnership with online trading platform IG, Joshua Mahony, Senior Markets analyst at IG, speaks again to Linda Yueh about how the markets are coping as societies begin to open up and lift Covid-19 restrictions. They also discuss the energy markets and what investors need to know to develop a forward looking portfolio. To find out more about IG visit: https://www.ig.com/uk
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