@Ole_S_Hansen Hi Ole, it is not clear what the overall impact of tariffs will be on commodities. Aside spreads between exchanges, some people are very bullish to the extent of the % added to futures price. In reality copper for example is down. Would be great to hear your views on the topic.
@Ole_S_Hansen Hi Ole, do you have an update on the Copper weekly stocks per different exchanges? What is your take on persistent weakness in copper into year end? Thanks, P
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@kannbwx Hi Karen, i am an advisor to hedge funds in commodities space, ex inv banker. Is there any chance we can have a call to discuss Grains from an investment perspective? I would love to intro myself and explain what i do. Pls let me know. Thanks, Paolo
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@Ole_S_Hansen hi Ole, in palladium long/short ratio at 0.3. How is it calculated? I read on https://t.co/gCRNRQnduK that Uk imposed sanctions on the largest russian mine company with potential supply disruption. Do you have any colour on that?