Daan Struyven

Daan Struyven, co-head of global commodities research and head of oil research at Goldman Sachs, dives into the intricate dance of global commodities. He reveals how geopolitical tensions in the Middle East are pushing oil prices in unpredictable directions. Gold is experiencing a bullish surge due to central bank diversification and a weaker dollar. Struyven also discusses the impact of impending tariffs on metal prices and highlights how rising defense spending could boost demand for commodities like copper and nickel.

Daan Struyven, Co-head of commodities research at Goldman Sachs, dives into the dynamic world of commodities. He discusses the impact of U.S. sanctions on Russian oil giants, revealing the potential price forecasts for Brent crude. Daan highlights the strategic importance of rare earths and shares insights on how investors can gain exposure, emphasizing that it's largely policy-driven. He also addresses the recent pullback in gold prices, attributing it to speculative actions, while advocating for commodities as a crucial portfolio diversifier.

Daan Struyven, Co-head of Global Commodities Research at Goldman Sachs, sheds light on the evolving political landscape in Venezuela and its ramifications for global oil markets. He discusses Maduro's leadership shift and explains why immediate oil disruptions are unlikely. Notably, he delves into the complexities of heavy versus light crude and the critical role U.S. investment could play in revitalizing Venezuelan production. Daan also forecasts potential supply scenarios through 2030 and highlights the geopolitical implications for commodities like gold.

Daan Struyven, Co-head of Global Commodities Research and Head of Oil Research at Goldman Sachs, offers short takes on oil market moves after Iran strikes. He walks through flow disruptions, insurance and export impacts, spare capacity limits, and how markets price risk. He also flags strategic reserve use, gold as a hedge, and key signals to watch next.

Daan Struyven, Co-Head of Global Commodities Research at Goldman Sachs, dives into the rising tension around recession fears alongside Senior Strategist Allison Nathan. The discussion highlights gold's evolving role as a reliable hedge, showcasing its significance amid economic uncertainty. Struyven also addresses the bearish outlook on oil prices and OPEC's production strategies, while exploring effective hedging strategies using oil puts. Get ready for insightful market dynamics and practical tips for safeguarding investments!