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Geopolitical conflict and the specter of ongoing weakness in the Chinese economy continued to have an outsized impact on commodity prices for most of the quarter.
Oil demand is expected to reach an all-time record high in 2024.
Gold continues to rally to new all-time highs on geopolitical concerns and central bank purchases.
Constrained supply conditions, disruptions in the supply chain and growing interest in the global energy transition global energy transition may result in a significant upturn for global resource equities. ...