bullish
The Drill: China to the commodity rescue?
204 Views19 Mar 2025 03:53
Welcome to our weekly editorial on everything Geopolitics and Commodities. Industrial metals (and precious metals) have performed very well this...
What is covered in the Full Insight:
- Introduction to Geopolitics and Commodities
- China's Economic Stimulus Measures
- Current Trends in Chinese Copper Consumption
- Geopolitical Risks Impacting Oil and LNG
- Tariff Impacts on Commodity Prices
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Related Insights
More »- [US Crude Oil Options Weekly 2025/12] WTI Marks Second Weekly Gain on Rising Geopolitical Tensions
- OPEC Holds Demand Outlook as EIA and IEA Lower Forecasts; Henry Hub Prices Set to Climb Through 2026
- Global Commodities: Oil vigilantes in action
- [ETP 2025/12] WTI Gains on Geopolitical Uncertainty, Henry Hub Falls on Rising Nat-Gas Stockpiles
- [US Crude Oil Options Weekly 2025/11] WTI Snaps Losing Streak on Rising Geopolitical Tensions
Trending Collections
More »Trending Insights
More »Top Unpaywalled Insights
More »- Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013
- APL Apollo Tubes (APAT IN) Stepping up the Gas on Capacity Expansions
- The LLM Quant Revolution: From ChatGPT to Wall Street
- The Fed's Next Move: How Interest Rates Will Make or Break Your Portfolio
- Overview#20 - Welcome to Bizzaro World!
Discussions
(Paid Plans Only)
Top Quartile
Steno Research
Macro and Geopolitical Research House
- The Drill: Approaching the End of the Tariff and Peace Trades?26 Mar 2025
- The Drill: China to the commodity rescue?19 Mar 2025
- The Drill – The gameplan for peace in Ukraine13 Mar 2025
- The Drill – Geopolitical Tensions Are Easing, Not Escalating05 Mar 2025
x