Latest / The Investment Perspective, with Ninety One
#89 Peace plan, messy reality: commodities after Iran deal
The interim Iran peace plan has sent oil sharply lower, but the more interesting questions lie elsewhere. From gold's structural demand story to copper's confounding surplus, coal supply disruptions, and the fertilizer shock still working through the system, George Cheveley walks through why he believes the market is moving too fast to declare the crisis resolved.
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The skinny
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