Canal Restrictions, OPEC+ Meeting, and Asian Energy Demand Impact Commodity Markets
- Panama Canal transit restrictions could continue to impact US LNG shipments to Asia
- Asian oil buyers watching OPEC+ meeting Nov 26 for early 2024 production plans
- Thermal coal demand from China, India may support Asian prices
- China alumina prices could fall on weak demand, high supply
- China lithium prices could drop despite strong EV, battery sales