This podcast episode features Max Layton, the global head of commodities research at Citi, discussing various commodities outside of oil and gas. The conversation covers the surge in copper prices, the role of China in the energy transition, the impact of interest rates on developed markets, the significance of technological innovations, the dynamics of the uranium market, China's commitment to cleaner energy sources, the state of copper supply, the US gas market, the gold bull run, and the potential plateauing of oil consumption globally. Max provides insights into these topics and highlights the complexities and challenges in the commodities market.