Pierre Andurand

Pierre Andurand, founder of Andurand Capital Management and a renowned expert in commodity trading, dives into the volatile cocoa market and its soaring prices, recently hitting a record $12,000 per ton. He discusses how climate issues and geopolitical factors are creating significant supply shortages. Andurand also shares insights on other commodities like coffee, orange juice, and copper, predicting similar structural shortages that could affect pricing. His analysis reveals the intricate relationships between commodity dynamics and global market trends.

Pierre Andurand, a commodities trader renowned for his sharp insights into energy markets, tackles Europe's looming energy crisis. He proposes that LNG imports could fill the gap left by reduced Russian supplies, while small actions like lowering thermostats can significantly influence demand. Andurand also discusses the erratic nature of the oil market, where prices can swing wildly on minor news, impacting trading strategies. His contrarian views provide a hopeful perspective on navigating Europe's energy challenges this winter.

Pierre Andurand, founder of Andurand Capital Management, shares his insights on the tumultuous energy markets. He discusses the looming possibility of crude oil prices reaching $200 per barrel, driven by tight supply and geopolitical tensions. Andurand delves into the impact of Russia's invasion of Ukraine on commodities pricing and the challenges traders face. He highlights the underinvestment in oil production and the potential ramifications for global economies, making a compelling case for the enduring volatility of the energy sector.