

The Metals Markets in 2024 and Beyond with David Wilson
Nov 13, 2024
David Wilson, Senior Commodities Desk Strategist at BNP Paribas Markets 360, dives into the volatile metals markets. He explores the impact of China’s economic strategies and U.S. policies on prices across copper, aluminum, nickel, and gold. Wilson highlights the complexities in the copper market due to algorithmic trading and supply challenges. He also discusses the growing dominance of Indonesia in nickel production, shifts in battery technology preferences, and the intricate dynamics influencing gold prices amid economic uncertainty.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Navigating the Copper Conundrum
03:38 • 22min
Challenges in Copper Investment and Project Development
25:13 • 3min
Trends in Aluminum and Nickel Markets
27:47 • 16min
Gold Market Dynamics: Factors Influencing Price Fluctuations
43:45 • 5min
Navigating the Gold Market Dynamics Amidst Economic Uncertainty
48:34 • 3min