Playlist: Henry Hub Natural Gas - Apr 2019

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Oil market continues to be mixed: Hansen
Ole Hansen
21 September 2016 at 14:05 GMT
Oil looks to Opec for direction: Hansen
Ole Hansen
02 June 2016 at 9:30 GMT
Oil, gas and why commodities are on fire
Ole Hansen
17 April 2015 at 11:51 GMT
Hansen: Twin trading tracks for oil and gas
Ole Hansen
27 February 2015 at 13:53 GMT
Hansen: Where's the floor in crude prices?
Ole Hansen
14 November 2014 at 14:04 GMT
Hit the gas! Deep freeze warning sparks price spike
Ole Hansen
07 November 2014 at 11:42 GMT
Garnry: My essential equity trades for Q4
Peter Garnry
07 October 2014 at 9:20 GMT
Rising dollar hits commodities like gold
Ole Hansen
05 September 2014 at 12:54 GMT
Hansen: The cost of conflict in commodities
Ole Hansen
29 August 2014 at 13:22 GMT
Trading copper's comeback and gold's nervous moves
Ole Hansen
22 August 2014 at 12:20 GMT
Lambert: Gas deflating after Triple Top pattern
Clive Lambert - FuturesTechs
10 July 2014 at 6:45 GMT
Insights 2014 Q3 Equities Outlook: Solar future
Peter Garnry
08 July 2014 at 9:05 GMT
Shale gas and the transformation of energy markets
Angus Walker
07 July 2014 at 12:49 GMT
Why commodities like coffee are steaming ahead
Ole Hansen
04 July 2014 at 7:26 GMT
What next for oil and gas as global tensions rise?
Ole Hansen
16 June 2014 at 14:03 GMT
Video / 04 July 2014 at 7:26 GMT

Why commodities like coffee are steaming ahead

Ole Hansen
From Arabica coffee to lean hogs, it’s been a good first half of the year for the commodity markets. The Bloomberg Commodity Index shows total returns of 7.1 percent. So what’s behind the rally?

Saxo’s Ole Hansen says there were a series of unusual events that have led to the recovery. They include dry conditions in Brazil which helped Arabica coffee to rise by more than 50 percent, and a particularly cold winter in the US which produced a spike in natural gas prices. He notes that the agricultural sector has been the main provider for the positive returns.

While industrial metals haven’t shone, precious metals have and that’s partly down to geopolitical events in Ukraine and Iraq. As well as that, bond yields haven’t performed as well as expected over the past couple of quarters, which has helped to support the gold price.

But what about the second half of the year? Hansen notes that there’s already ample agricultural supply which will hit prices. He also says that unless there’s an escalation in Iraq, crude oil prices may start to fade. However he believes that even if the price doesn’t change, an investor is likely to pick up between 5 and 6 percent just because of the way in which the oil market is structured. The energy sector is also worth a bet, he says.


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