Ole Sloth Hansen
Ole Sloth Hansen| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 22 | Subscribers | Read | oleshansen.substack.com |
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Latest Issues
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Commodities weekly: Middle East tensions lift crude and precious metals
Commodity markets delivered another week of relative resilience, with the Bloomberg Commodity Index rising around 1.7% as geopolitical tensions, supply concerns and resilient demand offset Lunar New Year softness across industrial metals. O...
Hormuz risk premium rises as US military buildup near Iran lifts crude
Brent crude’s move back above USD 70 a barrel signals a market strengthening an already notable geopolitical risk premium rather than repricing fundamentals. Reports that any potential US military operation could evolve into a weeks-long ca...
Metals update: Lunar New Year lull exposes reliance on Asian demand
Gold, silver and copper have started the Lunar New Year week under pressure, with much of Asia — and crucially China — closed. The subdued trading environment has amplified price moves while underscoring how heavily the recent rally relied ...
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