MBCC TH 17th May'24 - "Commodities are all ABOUT PHYSICAL SETTLEMENT, dislocations provide trading opportunities, technical NOT fundamental - NEW IDEA OUT TODAY!"

most retail or avg investors do not understand commodities and how complicated its physical settled status is. Remember when Oil WTI 0.00%↑ got to negative in 2020, well it was just about Oil not available in 1 location, Cushing. As by a certain date you need to have physical available o/w u default on ur contract.

This is ALL TECHNICAL and why people like Vitol/Mercuria/Glencore make so much money!

So today we discuss the TRADING OPP in Copper and Commodities. PHYSICAL Markets never lie, of course equity analysts publish notes 3 months later WITH NO CLUE why/what….and why they miss out!