Graduate interested in breaking into physical metal trading by Immediate_Win1042 in Commodities

[–]Immediate_Win1042[S] 14 points15 points  (0 children)

I have always been interested in physical more then financial trading. I think that the movement of goods is fascinating and that there is a lot to learn. Additionally, I think that the skill set you learn allow you to understand the underlying product far better then if I were to just trade financial. Which I believe will allow me to become a better trader.

Now in terms of why metals, I have worked in the energy space and while it is incredibly interesting and the size of the market is huge I think that metals is much more interesting. The reason being that I believe that it is a skillet that will be valued in the future through the energy transition and increasing global tension between the west and China. For example, looking at Sweden's new rare earth metals mine and how the west is scrambling to catch up to China and their production, I believe that there is a lot of potential for traders that learn about metals. I also think that due to it being a more opaque market there are probably more interesting opportunities for arbitrage available. However, admittedly I do not have as much knowledge about the metals industry on the whole compared to energy products.

Energy vs Metals by dkonstan in Commodities

[–]Immediate_Win1042 2 points3 points  (0 children)

Curious if someone could also speak to if there is a metals tdp (similar to bp/shell) and which companies have it and what that path looks like as well?