Metals Lead While Energy Lags Darrell Fletcher On The New Commodity Cycle

Darrell Fletcher Managing Director of Commodities at Bannockburn Capital Markets joins host Steve Yang to break down why metals have broken away from energy and what that means for investors heading into 2026. With more than twenty five years of experience navigating volatile commodity markets Darrell focuses on real trading flows hedging behavior and how large players are actually positioned rather than just headline narratives. In this interview Darrell explains why precious metals and copper are leading the commodity complex while crude oil and natural gas have lagged and how that leadership ties directly into tariffs energy transition policy and…