In this episode, Saad Rahim, Chief Economist at Trafigura, the global commodity trading house, joins us to give an overview on the current state of the commodities markets. China is open for business. OPEC is cutting production. Is oil poised for a big rise? Are cyclical markets over...replaced by a more volatile, less efficient, price-spiking and unpredictable paradigm? Where is metals headed with continued supply constraints? Is copper the ultimate transition metal and what does energy transition mean for the traders?