Enrique Gonzalez

Timothy Fiore, Chair for ISM’s Manufacturing Business Survey Committee, shares insights on unexpectedly strong manufacturing data and its implications for the economy. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses market outlook amid shifting political landscapes. Enrique Gonzalez, BNEF Head of US Gas Research, examines the future of U.S. LNG exports and the impact of policy changes. The conversation highlights Intel’s CEO dismissal and broader market dynamics driven by geopolitical uncertainty.

David Doherty, Head of Natural Resources Research at BloombergNEF, and Enrique Gonzalez, Head of US Gas at BloombergNEF, dive into the shifting landscape of commodity markets. They discuss looming oil surpluses, emerging petrochemical dynamics, and concerns around Venezuela's heavy oil production. Enrique highlights the rapid expansion in U.S. LNG capacity and the potential for prolonged low prices due to oversupply. Meanwhile, David warns of a critical copper shortage driven by the electric vehicle boom, emphasizing the complex interplay of market forces.