Essential commodities enter an exciting year that can be a stormy, and under the driving factors of the markets, Donald Trump returns to the presidency in the United States and the Battle of China to retain the ongoing newfound and signals that will send central banks during their management of monetary policy. In light of the day that is the first regular trade session in 2025, with all employees returning to their offices after the end of the holiday, we will explain under five outputs, or ideas, which are followed up. Expectations are largely applicable to the first half of the year as it is difficult to predict longer than that. Oil will suffer. The supplies are plentiful, either within the “OPEC+” alliance (real and potential) or beyond. The question looks dark in China. Based on the prevailing speech, Trump is expected to tighten sanctions against Iran, and his administration focuses on reducing the cost of US energy. Its interference in the planned US legislation is to launch the capabilities of the US energy sector as a priority. Copper is usually interesting metal, but has become very boring recently. But with the exception of the unexpected supplies that can boost him, the macro -economic disorders that Trump’s return in a second period will form in the short term. Customs duties have a negative impact on growth. Perhaps buyer is being sold out of it, which will put pressure on a very disturbing market. There is a great surplus in providing iron ore. China has reduced its steel production, but the most important mining companies produce more rough. Gold will fulfill well, but not with the same strength last year when it rose 27%. Central banks, including the Chinese People’s Bank, are not yet satisfied and will continue to buy more tons. At the same time, the “Federal Reserve” will continue to lower interest rates. In addition, Trump’s behavior in a way that disturbs the markets can contribute to the severity of the metal as a safe haven. Silver will take up good performance thanks to gold. Yes, it’s generally so simple.
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