The End Game has arrived
Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Summary: President Trump's trade war against China has left industrial metals reeling, while oil prices have risen sharply following the imposition of new sanctions on Iran. Uncertainties abound, not least of which is the full impact of the Iran sanctions and the size of the resulting production cut, which will determine what oil costs by year-end.