Geopolitical tensions are running fossil fuel prices to record highs this month. European natural gas has seen a week-on-week (WoW) jump of 10.16% to 39.68 €/MWh, US Henry Hub rose 7.05% while oil prices have shown similar trends – Brent Oil sits above $80/barrel again. The rest of the commodities that we track can be found in the table below with some platinum group metals showing the most WoW movement – platinum and palladium up 3.08% and 8.77% respectively. Solar manufacturing is still barely above $100 per kW, and basically static, with export figures coming out for H1 2024 that are so big they are sure to cause further stockpiling overseas, which will just barely be counterbalanced by a further…