Omslagafbeelding van de show Commodity Hedging - AI Podcasters

Commodity Hedging - AI Podcasters

Podcast door InHedge

Engels

Business

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Over Commodity Hedging - AI Podcasters

Welcome to Commodity Hedging - AI Podcasters, where AI-powered hosts bring you the latest insights on commodity hedging straight from the articles featured on InHedge’s website. Whether you're short on time or prefer to stay informed through audio, our podcast is designed for listeners who want a clear and concise breakdown of financial risk management strategies in base metals, energy, agriculture, and foreign exchange. Powered by cutting-edge AI, our hosts will guide you through the world of hedging and market trends, making complex topics accessible to everyone. Stay ahead of the curve! inhedge.substack.com

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aflevering Copper spread – Tariffs trigger opportunity artwork

Copper spread – Tariffs trigger opportunity

In recent weeks, the copper market [https://inhedge.substack.com/p/copper-trade-dynamics-shift-with?r=2jr0jc] has shown a notable shift in pricing dynamics between COMEX) and LME futures contracts. From late April to mid-May, the Dec-25 spread narrowed from $1,708 per metric ton to $1,113, reflecting a reassessment of geopolitical risk, policy uncertainty, and trade expectations. This adjustment is not tied to new policy announcements, but to the market recalibrating its expectations regarding potential import tariffs on refined copper in the United States. Learn more here. [https://inhedge.mx/en/copper-spread-tariffs-trigger/] Get full access to InHedge - Commodity Hedging at inhedge.substack.com/subscribe [https://inhedge.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

21 mei 2025 - 8 min
aflevering LNG terminal use drops in China artwork

LNG terminal use drops in China

China’s LNG terminal utilization rate remains historically low at 43.57% in March 2025, holding steady after the sharp plunge recorded earlier in the year. This follows a dramatic drop from December 2024 levels, where utilization briefly spiked above 70%, highlighting the shift from peak winter demand to a structurally weaker spring market. Compared to March 2024, when utilization hovered near 60%, the current rate reflects a roughly 27% year-on-year decline, underscoring the scale of the adjustment in terminal activity. The low throughput is consistent with subdued LNG imports and weakened industrial demand, and it suggests that domestic production and alternative supply strategies are playing a greater role in meeting energy needs. While re-exports and cautious spot buying may offset part of the volume decline, the sustained underutilization of regasification infrastructure raises questions about longer-term import planning and signals a subdued near-term outlook for LNG inflows . Get full access to InHedge - Commodity Hedging at inhedge.substack.com/subscribe [https://inhedge.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]

6 mei 2025 - 7 min
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