Cold Winter Could Drive Oil to $100 per Barrel, BofA's Blanch Says

The video discusses the current state of the aluminum market, highlighting supply issues in India and China due to power generation constraints and low rainfall. It also covers the broader commodities market, noting a bull market trend driven by liquidity and supply constraints. The discussion extends to oil and natural gas, with predictions of potential price increases due to winter demand and OPEC's role. Finally, the video examines economic trends in the Pacific Rim, focusing on China's property sector and the impact of increased vaccinations on air travel.

What factors are contributing to the supply scarcity of aluminum?

How has China's approach to power generation affected aluminum supplies?

What is the current trend in aluminum production in China?

What are the implications of low inventories and supply constraints on commodity prices?

What potential price for oil does the speaker anticipate based on current supply and demand?

What concerns does the speaker express regarding the winter and its impact on energy prices?

How is the Pacific Rim expected to recover in the coming months?