Global Commodities: The world is short commodities. China is not. Introducing the Global Commodities Inventory Monitor.

Natasha Kaneva is joined by Tracey Allen to introduce and discuss our commodities inventory monitor. Global commodity inventories have contracted sharply over the past six months. While tradeable commodity stocks are critically low, it is important to acknowledge the abundance of available inventories in leading commodity consumer and importer China, to draw upon as required, which influences global import demand.  

 

This podcast was recorded on 18 February 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4008477-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.