Commodities Focus: Hopping around the latest headlines in base and precious metals

Natasha Kaneva is joined by Greg Shearer to discuss the latest news across base and precious metals.  European smelter curtailments and dwindling available LME inventories of zinc has sparked supply security fears in yet another industrial metal.  How concerned should industrial consumers be?  Moreover, the pair discuss the impact of the LPPM’s suspension of Russia’s two PGM refineries and whether or not gold will ever trade on real-yield fundamentals again.   Speakers Natasha Kaneva, Head of Global Oil and Commodities Research Gregory Shearer, Head of Metals Research   This podcast was recorded on April 14. 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4057950-0, https://www.jpmm.com/research/content/GPS-4061524-0, https://www.jpmm.com/research/content/GPS-4060660-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.