In this week’s podcast, Marex’s Anna Stablum and Cape Noir’s Piers Montgomery discuss what has been a busy week in metals, with China back from holiday, Evergrande reverberations, sharp price moves, power concerns and much more. Anna goes as far as quoting Game of Thrones that ‘Winter is Coming!’ Piers also discusses the latest Savant data, which analyses copper and nickel smelting data, in particular nickel supply.
