From copper’s new “critical mineral” designation to major investment in Australian iron ore, markets were driven by shifting supply dynamics this week. Precious metals surged as the gold-silver ratio tightened, hinting at improving industrial sentiment, while oil prices weakened after OPEC projected a more balanced market ahead. Together, these moves underline how future supply and the global energy transition are shaping commodity pricing. In this week’s wrap, Sophia covers: (0:26): copper’s...
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From copper’s new “critical mineral” designation to major investment in Australian iron ore, markets were driven by shifting supply dynamics this week. Precious metals surged as the gold-silver ratio tightened, hinting at improving industrial sentiment, while oil prices weakened after OPEC projected a more balanced market ahead. Together, these moves underline how future supply and the global energy transition are shaping commodity pricing. In this week’s wrap, Sophia covers: (0:26): copper’s...
Market Insights: Commodities Outlook with Hedley Widdup of Lion Selection Group
Between the Bells
34 minutes
3 weeks ago
Market Insights: Commodities Outlook with Hedley Widdup of Lion Selection Group
Hedley and Grady dive into the key themes shaping the commodities market heading into 2026, from gold’s price rally to the outlook for copper, iron ore and beyond. Hedley & Grady discuss: (0:52): Drivers of the current gold price run & how far it can go(4:15): gold miners to watch in 2026(8:46): the importance of mining companies having multiple assets(10:22) outlook for copper with supply-demand equilibrium mismatch anticipated(14:06) copper names to watch in 2026(15:40) ...
Between the Bells
From copper’s new “critical mineral” designation to major investment in Australian iron ore, markets were driven by shifting supply dynamics this week. Precious metals surged as the gold-silver ratio tightened, hinting at improving industrial sentiment, while oil prices weakened after OPEC projected a more balanced market ahead. Together, these moves underline how future supply and the global energy transition are shaping commodity pricing. In this week’s wrap, Sophia covers: (0:26): copper’s...
