David Fickling, Columnist

Are Commodity Markets on the Turn?: Elements by David Fickling

A strange thing has been happening: excess supplies are slowly tiptoeing back into commodity markets.

Coal loaded on trains at a coal plant in Huaibei, in China's eastern Anhui province.Source: STR/AFP
Lock
This article is for subscribers only.

Hello, this is David Fickling with today’s edition of Elements, Bloomberg’s new energy and commodities newsletter. It mixes exclusive commentary from Bloomberg Opinion writers with the best of our market-leading news coverage. We hope you enjoy it. And if you haven’t yet signed up to get this directly into your inbox, you can do that here.

Supplies of everything from natural gas to computer chips to lettuce have been so tight in recent years that you could be forgiven for thinking that permanent shortages were the natural order of things. Look closely, though, and a strange thing has been happening: excess supplies are slowly tiptoeing back into commodity markets.