About this episode

Daan Struyven discusses insights on commodities, including gold and oil, and the impact of geopolitics and AI on the market.

In this episode we’re joined by Daan Struyven, Co-Head of Commodities Research at Goldman Sachs, for insights on gold, oil, AI-driven power demand, and how shifting geopolitics are shaping the global commodity landscape. Daan breaks down what’s driving markets—and where the signals matter most. *This episode was recorded on March 11, 2025.

People in this episode

Host: Strong Source

Guest: Daan Struyven

Topics covered

• commodities
• gold
• oil
• AI-driven power demand
• geopolitics
• market insights

Keywords

• commodities
• gold
• oil
• AI
• geopolitics
• market signals
• power demand

Mentioned in this episode

Organizations: Goldman Sachs

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