Dollar to Strengthen in 2022: UBS Global WM's Gordon

The video discusses the factors influencing commodity prices, focusing on demand and supply dynamics, particularly in China. It examines the crude oil market, highlighting OPEC's strategies and the impact of regulatory changes on investment. The discussion extends to base metals, questioning the supercycle theory and emphasizing the role of infrastructure and emissions reduction. Finally, it provides insights into currency movements, particularly the yuan and US dollar, in the context of global economic trends.

What challenges are faced by the oil sector in terms of investment?

How is the demand for base metals expected to change in the coming years?

What is the anticipated impact of regulatory changes on the oil market?