Our Scans · (FS.5.03) Commodity Markets · Weekly Summary

• [New] Rare earths have become a hot commodity, used as a bargaining chip in Donald Trump's tariff wars, exposing supply chain vulnerabilities and highlighting China's upper hand. Australian Broadcasting Corporation
• [New] The U.S. agricultural sector stands at a pivotal juncture, grappling with a confluence of high input costs and soft commodity prices that threaten farm profitability in 2025. Statesman-Examiner
• [New] Central bank monetary policies, especially from the U.S. Federal Reserve, will influence the U.S. dollar's strength and broader commodity pricing. Valley City Times-Record
• [New] The immediate future for commodity futures, extending into 2026, is expected to be marked by continued volatility. Valley City Times-Record
• [New] Aggregate commodity prices are expected to stabilize by mid-2026 and begin recovering into 2027. FinancialContent
• [New] The current broad-based commodity rally, fueled by a blend of US political stability hopes and dovish Federal Reserve expectations, carries profound implications that extend far beyond the immediate gains seen in gold, oil, and base metal prices. International Business Times
• [New] Ongoing margin pressure from higher commodity costs and persistently weak consumer demand, especially in China, could challenge the case for further upside. Simply Wall St
• [New] Complexity of global operations: Managing many countries, regulatory regimes, commodity markets could create operational risk. Towards Chem and Materials
• [New] UBS's Josh Silverstein maintains a Buy rating, setting a price target at $44 (down from $45), while acknowledging persistent commodity headwinds that could dampen near-term upside. Yahoo Finance
• [New] With commodity markets tracking the mood of tech stocks and shifting US rate bets, global supply chains are facing another round of unpredictable swings. Grain Feed & Milling News
• Global supply chain risks for food and beverage companies are intensifying due to a combination of climate change, geopolitical instability, commodity price volatility, and regulatory pressures. Lockton
• By 2030, increased cross-border swaps, CBDC trials, and commodity contracts in yuan or rupee are possible. EconoWit
• BRICS + nations, major commodity consumers and raw material suppliers, could gradually reduce dollar reliance through trade policy collaboration, like rerouting G7 exports or using currency swaps. EconoWit
• Trump's best chance of beating inflation now might be if he gets a very lucky break on commodity prices through a bumper harvest worldwide and oil production continuing to run ahead of demand. Fortune
• As economic pressures continue to squeeze agriculture, ag lenders are signaling a more cautious outlook for farm profitability heading into 2026, particularly among grain producers facing lower commodity prices and higher operating costs. RFD-TV
• The Australian Dollar has shown volatility, largely influenced by global risk sentiment, recent statements from the Reserve Bank of Australia, and movements in commodity markets. IC Markets | Official Blog | Blog
• The renewed tariff confrontation between the world's two largest economies threatens global supply chains, commodity markets, and investment flows while also testing fragile trade truces and diplomatic ties. Modern Diplomacy
• The conflict in Ukraine, the largest in Europe since World War II, has triggered massive commodity shocks in food, energy, and industrial metals, leading to dramatic price spikes and supply disruptions. The Pilot News
• Overall global commodity prices are projected to decline by about 7% in 2026, marking the fourth consecutive year of moderation, driven by subdued global economic activity and persistent trade tensions. FinancialContent
• Prioritising When allocating to emerging markets in 2025, investors should closely monitor a concise checklist of major risks, which include sharp currency fluctuations, policy unpredictability, commodity price shocks, corporate debt vulnerabilities, and sudden reversals in capital flows. Logical Content
• The inherent volatility of commodity markets means that any positive trend could be subject to rapid reversals due to unforeseen geopolitical shifts, changes in global economic forecasts, or unexpected supply increases. The Chronicle-Journal
• The diversification of trading partners that Indonesia continues to strive for as well as the recovery of global commodity prices is expected to help support national export performance. VOI.ID

Last updated: 25 November 2025