Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

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  Geopolitical tensions, trade policies,

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  and a slowing economy are driving significant volatility across gold,

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  oil, and other commodities.

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  So what's the outlook from here?

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  I'm Alison Nathan, and this is Goldman Sachs Exchanges.

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  For today's episode, I'm speaking with my colleague in Goldman Sachs research,

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  Dan Stroyven, co-head of global commodities research and head of oil research,

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  to talk about how recent events,

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  notably the Middle East conflict and evolving tariff policies,

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  are affecting the broader commodity and economic landscape.

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  Dan, welcome back to the program.

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  Thanks, Alison.

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  So...

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  Let's start with oil.

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  I think the obvious place to start.

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  Oil prices have been very volatile amid these recent developments in the Middle East.

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  But I think what's most striking to me is how quickly they actually retreated from the recent highs.

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  And they're still at lower levels than I think many people would have expected.

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  given the recent developments.

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  So why is this?

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