From Oil to Copper, Supply Risks Drive Commodities Higher | Insight with Haslinda Amin 9/8/2026

Watch on YouTube ↗  |  September 08, 2026 at 06:25  |  46:23  |  Bloomberg Markets
Speakers
Eric Robertsen — Global Research and Chief Strategist, Standard Chartered Bank
Ruth Carson — Correspondent, Singapore
Usha Haley — Professor, Wichita State University; Chair, World Trade Council of Wichita
Rieko Shofu — Executive Deputy President, Sapporo Breweries
Venus Feng — Bloomberg Billionaires Reporter

Summary

The episode focuses on supply-driven strength in oil and copper, with Standard Chartered's Eric Robertsen arguing structural commodity shortages keep price asymmetry to the upside. It also covers the yen's rally on BOJ tightening expectations and risks in U.S. Treasury auctions. Later segments discuss Canada's retaliatory tariffs, Sapporo's production shifts, and Hong Kong-Singapore competition for finance talent.

  • Oil holds near $100 as Iran and Oman discuss a Strait of Hormuz shipping deal.
  • Copper hits an all-time high on tariff turmoil, mine constraints, and AI demand.
  • Eric Robertsen sees structural upside for commodities and real assets.
  • The yen strengthens past 154/USD as markets price a more hawkish BOJ.
  • Fresh wage data raise caution on JGBs.
  • Canada's tariffs target U.S. border states and could raise prices.
  • Sapporo Breweries prepares U.S. nonalcoholic production and Vietnam expansion.
  • Hong Kong and Singapore pay gaps narrow but Hong Kong retains top-end premium.
Ideas
Mark 2:00
AI-themed Asian equities are rebounding.
Asian equities are seeing AI themes come back strongly as traders focus on artificial intelligence and largely ignore oil prices; potential IPOs such as Anthropic are part of the AI focus, though a Middle East blowup could derail the rally.
Asian AI equities MED
Mark 2:22
Oil likely stays supported.
Oil is likely to remain elevated because an Iran-Oman Hormuz arrangement will probably not be the last word; the U.S. may respond in a way that does not bring oil prices down quickly.
WTI MED
Eric Robertsen Global Research and Chief Strategist, Standard Chartered Bank 6:15
Copper supply constraints support higher prices.
Copper is at all-time highs and the bank expects more upside because supply is structurally vulnerable: many mines are old, trade chokepoints are at risk, and demand from AI/data centers, tariffs, and reserve rebuilding is growing.
COPPER HIGH
Eric Robertsen Global Research and Chief Strategist, Standard Chartered Bank 9:18
Mining heavyweights gain scale and flexibility.
Large mining companies have used significant M&A to build scale, giving them the flexibility to allocate strategically or tactically to the best commodity markets, which positions them well for the copper boom and diversification in the next few years.
Major diversified mining companies MED
Eric Robertsen Global Research and Chief Strategist, Standard Chartered Bank 10:10
Commodity price asymmetry remains to upside.
Structural supply shocks, vulnerable global trade chokepoints, aging mines, reserve rebuilding, and resource nationalism are driving demand for real assets; relative to base-case scenarios, the asymmetry for base metals, precious metals, and energy remains to the upside.
Broad commodity complex HIGH
Ruth Carson Correspondent, Singapore 15:31
Watch JGBs on BOJ risk.
Hot Japanese wage data are a bearish signal for JGBs because they may force the BOJ to respond with tighter policy, and after a weak two-year auction, the five-year JGB auction could be a key test.
JGBUX LOW
Eric Robertsen Global Research and Chief Strategist, Standard Chartered Bank 16:41
Yen rally supported by BOJ.
The yen is likely to strengthen further because markets are bracing for a more hawkish BOJ, possible successive rate hikes, a higher terminal rate, narrowing U.S.-Japan spreads, and Japanese capital returning home as JGB yields rise.
FXY HIGH
Eric Robertsen Global Research and Chief Strategist, Standard Chartered Bank 16:41
Yen rally supported by BOJ.
The yen is likely to strengthen further because markets are bracing for a more hawkish BOJ, possible successive rate hikes, a higher terminal rate, narrowing U.S.-Japan spreads, and Japanese capital returning home as JGB yields rise.
USD/JPY HIGH
Eric Robertsen Global Research and Chief Strategist, Standard Chartered Bank 21:53
Long-end Treasury auction demand risk.
U.S. Treasury yields have risen strongly and the potential shortfall of demand for 10- and 30-year paper is a major new risk, especially into the midterm elections, while high interest rates create a negative feedback loop for the deficit.
U.S. 10-year/30-year Treasuries MED
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This Bloomberg Markets video, published September 08, 2026, features Mark, Eric Robertsen, Ruth Carson discussing Asian AI equities, WTI, COPPER, Major diversified mining companies, Broad commodity complex, JGBUX, FXY, USD/JPY, U.S. 10-year/30-year Treasuries. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Mark, Eric Robertsen, Ruth Carson  · Tickers: Asian AI equities, WTI, COPPER, Major diversified mining companies, Broad commodity complex, JGBUX, FXY, USD/JPY, U.S. 10-year/30-year Treasuries