It has been two weeks since the start of the conflict in the Middle East and supply-side issues remain the top concern for commodity markets. In addition to shipping troubles, the region is also forced to halt production due to persistent infrastructure attacks and limited storage. While oil & gas dominate headlines, metals are also running into trouble. In today’s episode, we summarize everything you need to know about metals markets, as well digest developments in oil.

Speakers:

Natasha Kaneva, Head of Global Commodities Research

Greg Shearer, Head of Base and Precious Metals Strategy

This podcast was recorded on March 13, 2026.

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