Episode Details

Despite the signed Memorandum of Understanding and eased prices, tightness persists across commodities most affected by the closure of the Strait of Hormuz. In this episode, we highlight the state of natural gas and aluminum markets, as well as discuss the ‘invisible’ parts of our balances.

Speakers: 

Greg Shearer, Head of Base and Precious Metals Strategy

Otar Dgebuadze, European Natural Gas

This podcast was recorded on June 18, 2026.

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