Portfolio Manager Todd Warren recently joined Steven Daghlian on CommSec’s Executive Series to discuss the major forces currently shaping global commodities markets.
The discussion explored the impact of Middle East tensions and broader geopolitical uncertainty on commodity markets, alongside evolving supply and demand dynamics across key resources sectors.
Todd also shared his outlook on iron ore, copper, and rare earths, highlighting how structural themes such as electrification, energy security, and the global energy transition continue to influence long-term demand trends.
As volatility and macro uncertainty persist, the conversation examined what current market conditions could mean for investors positioning across commodities and natural resources markets.
Watch the full discussion below: