Ole Hansen

Ole Hansen, Saxo Bank's Head of Commodity Strategy, dives deep into the intricacies of the commodities market. He discusses the impacts of recent tariffs on copper and oil while highlighting the critical demand for resources during the green transition. The conversation shifts to the oil market's dynamics, focusing on OPEC's strategies and the effects of backwardation on pricing. Hansen also analyzes trends in precious metals, emphasizing the differing behaviors of gold and silver, and touches on the copper futures market's price movements.

MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y Download Ole's charts: https://bit.ly/3VjCPC3 Download Big Picture Trading chartbook 📈📉 https://bit.ly/44c0k4e ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Ole Hansen, Head of Commodity Strategy at Saxo, brings his expertise on the ever-fluctuating metals and energy markets. He discusses the striking divergence in the US equity markets, focusing on the Mag7's downward pressure and the banks' disappointing performance. The conversation shifts to silver's recent struggles, attributed to geopolitical shifts and market structure dynamics. They also explore the implications of Iran's unrest on energy markets and delve into the controversial situation in Greenland, highlighting its potential impact on transatlantic relations.

Exploring hot commodities from softs to AGS to metals to energy with Ole Hansen. Dive into cocoa price surge, market dynamics, hedge fund strategies, Saudi Arabia's production, and uranium buying opportunity in a nutshell.

Ole Hansen, a commodities expert, offers insights into the current landscape of precious metals, uranium, energy, and agriculture. He explains the ongoing correction in the commodity supercycle and discusses the implications of market dynamics, including supply-demand shifts and the impact of electric vehicles. Hansen also dives into the speculative aspects affecting copper and uranium prices, and analyzes recent trends in crude oil inventory. He concludes with an outlook on potential bottom formations in key commodities, enriching the understanding of market signals.

Ole Hansen, Head of Commodity Strategy at Saxo Bank, brings sharp market know‑how on energy, metals and agricultural trends. He discusses exploding global bond yields, gold's sharp selloff and liquidity-driven pressure. He also covers oil curve signals, fertilizer and diesel cost risks for farmers and the broader commodity market reactions to geopolitical tensions.

Ole Hansen, Head of Commodity Strategy at Saxo, offers sharp energy and precious metals perspective. He discusses steep crude backwardation and why refined products, not crude, signal real stress. He covers jet fuel and diesel tightness in Asia, Iran-related export risks around the Strait of Hormuz, and why metals face pressure despite supply concerns.

Ole Hansen, Head of Commodity Strategy at Saxo, gives a quick take as a commodities expert. He discusses a sharp yen rally tied to possible U.S.-Japan coordination. Natural gas spikes from winter storm supply issues get attention. Precious metals roar higher as silver sails past $100 and China/retail demand heats up.

In this discussion, Ole Hansen, Head of Commodity Strategy at Saxo, delves into the geopolitical implications of the U.S. intervention in Venezuela and its ripple effects on global oil markets. He highlights the potential of Iran's sanctions being lifted to shake up energy prices even more. The conversation also covers the booming silver market and how geopolitical risks are driving demand for tangible assets like gold and silver, alongside the challenging dynamics of oil supply and recovery in Venezuela.

In this compelling discussion, Ole Hansen, Head of Commodity Strategy at Saxo Bank, shares his insights on the upcoming annual rebalancing of major commodity indices and its significant effects on gold, silver, and cocoa prices. The conversation touches on the ascent of copper and nickel driven by supply issues in Chile, and the geopolitical risks affecting oil supply. With the backdrop of bullish market sentiments and Nvidia's advances in autonomous driving, Hansen and host John J. Hardy dive deep into the dynamic forces shaping the commodity landscape.