Natasha Kaneva, Tracey Allen, and Gregory Shearer discuss the recent pullback in commodities and predict a 10% appreciation in the BCOM index. They touch on factors like weather-related volatility, pests, European elections, China's Third Plenum, and the Fed's rate cutting cycle. The podcast explores fluctuations in commodity prices, impact of production losses in the Black Sea region, resurgence of oil in the market, gasoline demand in the US, and outlook on gold, silver, copper, and natural gas prices.