Episode
Global Commodities: Is that it?
- Podcast
- At Any Rate
- Published
- Jun 5, 2026
- Duration seconds
- 709
- Processing state
not_requested- Canonical source
- https://atanyrate.podbean.com/e/global-commodities-is-that-it/
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Summary
If anything stands out in energy markets now, it is that prices have become remarkably sanguine despite an ongoing supply shock. Although market confidence and fundamentals have both contributed, our scenario analysis draws out less comfortable alternatives as the conflict drags on. In this episode, we discuss when a calm “Is that it?” can turn into a more apprehensive “What if this isn’t?” Speakers: Natasha Kaneva, Head of Global Commodities Research Otar Dgebuadze, European Natural Gas This podcast was recorded on June 5, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5321983-0 and https://www.jpmm.com/research/content/GPS-5321516-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.