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Quick takeaways
- Lukas is bullish on natural gas due to strong market demand in Europe and sees a potential economic slowdown as a reason to be bearish on copper.
- Lukas is bearish on soybeans due to increased planting and higher yields expected in the future, while he sees wheat prices peaking after considering reduced supplies from Russia and Ukraine.
Deep dives
Bullish on Natural Gas and Bearish on Copper
Lucas is bullish on natural gas due to a strong market demand, especially in Europe with troubles keeping up with Russian imports. He sees a stronger upward seasonality and bullish positioning data for natural gas. On the other hand, he is bearish on copper due to a potential economic slowdown and the correlation between copper inventories and prices. He believes that if inventories are restocked, it could lead to a decline in copper prices.
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