The Commodity Exchange

By: WisdomTree
  • Summary

  • Commodities can be impacted by a whole host of factors, from geopolitical risk to climate change. For those looking to make sense of the landscape, and understand the key drivers behind prices, our podcast offers insights and academic discussion from Europe’s leading commodity exchange-traded fund provider.
    WisdomTree
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Episodes
  • From fire to foresight: Energy market predictions for the Year of the Snake | The Commodity Exchange
    Jan 31 2025

    In this episode of The Commodity Exchange, Nitesh hosts Aldo Spanjer, Senior Commodity Strategist at BNP Paribas, to explore the intricate dynamics of the oil and gas markets as we transition from the Year of the Dragon to the Year of the Snake. Reflecting on a year that ended with a surprising rally in energy prices, Aldo discusses the impact of geopolitical tensions, including the Middle East conflict and increased sanctions on Russia, on oil and gas prices. The conversation also covers President Trump's energy policies, the implications of tariffs on Canada and Mexico, and the challenges facing the European natural gas market. Tune in for expert insights into the factors driving energy prices and what to expect in the coming months as we move into the Year of the Snake. You can follow our panellists on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT For EU Investors Only: Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

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    48 mins
  • Platinum: Supply, demand, and market dynamics | The Commodity Exchange
    Dec 10 2024

    In this episode of The Commodity Exchange, Nitesh and Mobeen discuss the current state and future outlook of platinum with Edward Sterck from the World Platinum Investment Council. They explore the fascinating dynamics of platinum as a commodity, including supply constraints, demand from the automotive sector, the role of hydrogen, and the impact of geopolitical factors such as the Russia-Ukraine war. The conversation also delves into jewellery demand, the relationship between platinum and gold, and the influence of palladium on platinum pricing.


    You can follow our panellists on Twitter at:

    Nitesh: https://twitter.com/NiteshShahWT

    Mobeen: https://twitter.com/MobeenTahirWT



    For EU Investors Only:

    Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

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    48 mins
  • President Trump's victory and its ripple effects on commodities | The Commodity Exchange
    Nov 19 2024

    In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Judith Henke, Editor, Investment and Markets team, Handelsblatt. Together they discuss the outcome of the US elections and the effect President Trump's victory has had across commodity markets.


    You can follow our panellists on Twitter at:

    Nitesh: https://twitter.com/NiteshShahWT

    Mobeen: https://twitter.com/MobeenTahirWT


    For EU Investors Only:

    Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

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    42 mins

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