BlackRock's Hambro Sees Divergence in Commodity Prices

The video discusses recent trends in commodity markets, highlighting the impact of the Valley Dam incident on supply and regulation. It explores the divergence in commodity prices, particularly for carbon-light and speciality metals, and anticipates the emergence of green pricing. The video also compares the market dynamics of Palladium and Gold, noting the influence of the auto industry and currency factors.

What was a significant factor that affected the sentiment of commodity prices in 2018?

• A decrease in iron ore supply

• Increased demand for oil

• The Q4 set off

• A rise in gold prices

How did the Valley Dam incident affect the iron ore market?

• It had no significant impact

• It led to a decrease in demand

• It caused a massive increase in prices

• It resulted in a surplus of supply

What is a potential long-term effect of the Valley Dam incident on the industry?

• Decreased regulation

• Faster project approvals

• Increased levels of regulation

• Immediate supply growth

What trend is becoming more pronounced in the commodity space?

• Stability in carbon-heavy production processes

• Decrease in speciality metal prices

• Divergence in commodity prices

• Uniform pricing across all commodities

What is a key difference between Palladium and gold in terms of market influence?

• Neither is influenced by the auto industry

• Palladium is influenced by the auto industry, while gold acts more like a currency

• Both are primarily influenced by the auto industry

• Gold is influenced by the auto industry, while Palladium acts more like a currency