Amid unprecedented market volatility, Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research (EMEA), discusses MUFG’s 2023 outlooks for commodities and energy markets that were published this week (see here and here).
Ehsan believes that the supply constrained commodities supercycle is still in its early stages, whilst a tolerable 2022 will give way to a much more uncertain 2023 for the global energy complex.
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