Next year, and for the first time in history, renewable energy investment is set to outpace oil and gas investment Gasoline demand appears to be making a V-shaped recovery in the U.S. Global oil demand is bouncing back but still significantly lower than pre-COVID levels 1. Aluminum stocks jump – “[T]he rally across commodities has gotten ahead of fundamentals with the exception of metals,” Goldman Sachs said in a note. – Investors owe a great deal of thanks to the Federal Reserve, which has been pumping trillions of dollars into financial markets. – “A rising (monetary) tide lifts all boats,” Commerzbank said in a note. The bank went on to add that this “would also apply to base metals, almost all of which are up on the back of another massive expansion of liquidity by the US Federal Reserve and the US government’s planned infrastructural programme.” – That has […]