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Impact of Red Sea disruptions on LNG
The ongoing Red Sea situation continues to impact shipping routes. While crude gets more headlines, how are members assessing the impact on LNG deliveries and pricing, particularly for European contracts?
The ongoing Red Sea situation continues to impact shipping routes. While crude gets more headlines, how are members assessing the impact on LNG deliveries and pricing, particularly for European contracts?
What's the general sentiment on the long-term outlook for the gold/silver ratio? With silver's dual role as an industrial metal and precious metal, how do you see it playing out against gold in the next 12-18 months?
While gold is up slightly, silver (XAGUSD) seems to be lagging behind. Is this just typical higher beta behavior, or are there specific industrial demand concerns weighing it down more heavily than gold?