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

• [New] Indian metal, chemical and other commodity-linked stocks could react because China plays a major role in global consumption and pricing. Trade Brains
• [New] Inflation and energy risks vary by region, with parts of EM Asia benefiting from technology and AI investment, and some commodity-oriented economies gaining from higher prices. Merrill Edge
• [New] While investors remain focused on jobs data, Fed expectations, AI spending, and commodity volatility, the currency move could become an important earnings tailwind for select U.S. multinationals. investing.com
• [New] A strengthening El Nino could intensify extreme heat, disrupt harvests, raise commodity prices and deepen food insecurity. Sustainable Finance
• [New] Google is cracking down on poorly optimized code that might otherwise squander what's now a precious commodity, as RAM prices skyrocket and consumers choose phones with leaner specs. theregister
• [New] The central opportunity is to move from a conventional commodity exchange, Russian petroleum products, fertilizers, grain and food against Ghanaian agricultural commodities and raw materials, toward Russian investment in Ghanaian production, processing, logistics, mining, energy and infrastructure. RUSSIA'S PIVOT TO ASIA
• [New] Kazakhstan remains exposed to commodity-price volatility and disruptions to oil exports. The Astana Times
• [New] Risks include commodity price volatility, regulatory hurdles, and potential Chinese price suppression, but UUUU's strategic capabilities and head start remain unmatched. Seeking Alpha
• [New] The World Bank projected a six-year low in commodity prices. Cision PR Newswire
• [New] The more ambitious opportunity would be to move beyond simple commodity exchange and build supply chains linking Russian agricultural inputs with Thai processing, packaging and distribution networks. RUSSIA'S PIVOT TO ASIA
• [New] The main upside risk is a more extended and broader conflict in the Middle East and further escalations in the Russia-Ukraine war, resulting in further increases in international commodity prices and their subsequent impact on domestic prices. Bank of Jamaica
• [New] The African Export-Import Bank (Afreximbank) calculates that primary commodity processing could triple the export value of key agricultural products. African Leadership Magazine
• [New] The Bloomberg Commodity Agriculture Index has returned 13.4% Year to Date, driven by a confluence of supply side shocks - a rising probability of an El Nino event disrupting growing conditions across three continents and the Iran war's disruption to shipping through the Strait of Hormuz. The Armchair Trader
• The conflict in the Middle East, which is causing high volatility in commodity prices and significant disruptions to supply chains, is weighing on trade. Coface
• A strong El Nino could raise global food commodity prices by as much as 9% within 16 months of onset and last for years longer. Time
• Combined with mounting hostilities in the Red Sea and Russia-Ukraine disruptions to energy and agricultural exports, the global commodity shock continues to build with no obvious relief on the horizon. BTRM
• Disruption to Black Sea grain exports following attacks on Russian port infrastructure is creating renewed pressure in agricultural commodity markets. CPA | The Credit Protection Association
• The classic risk: energy prices and inflation pressure A prolonged Middle East conflict could push global inflation higher through energy, commodity, and food prices. Merrill Edge
• Geopolitical risk, especially in the Middle East, pertaining to commodity and energy markets remains a concern. Cision PR Newswire
• Investors should remember that aluminium prices remain closely linked to global economic activity, making commodity price volatility the biggest risk to the investment thesis. Jarvis Invest
• The spring commodity shock will lift food prices by around 1.3% in the UK and 0.8% in the euro area, a meaningful but manageable increase. Forbes
• Any fresh escalation in the Iran-US standoff could move crude oil and, by extension, the broader commodity complex sharply. Univest
• If the global bioeconomy continues to transition beyond specialty healthcare markets toward commodity materials and products, economic needs will shift heavily toward industrial-scale production infrastructure. Carnegie Endowment for International Peace

Last updated: 08 September 2026