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


  • [New] Any unexpected dovish pivot could trigger significant volatility in the Australian dollar and broader commodity currencies, while a confirmed hike would reinforce the narrative of uneven global monetary policy. The Investment Trading Hub
  • [New] Looking ahead, high commodity prices, recovering logistics networks, and ongoing investment in renewable energy are expected to lift real GDP growth to around 1.9-2.0 per cent in 2026. South Africa
  • [New] With tariff threats withdrawn and no changes to existing defence or trade agreements announced, US-EU agricultural and commodity flows remain unaffected for now. Czapp
  • [New] Energy commodity prices are expected to decline by about 7% in 2026, largely due to weak global demand. The ICIR- Latest News, Politics, Governance, Elections,
  • [New] Growth in developing economies is projected to slow to 4% in 2026 from 4.2% in 2025, before edging up to 4.1% in 2027 as trade tensions ease, commodity prices stabilise and financial conditions improve. BSS
  • [New] The transformation trajectory indicates Argentina's evolution from commodity potential to established mining powerhouse, with implications extending throughout South America's resource landscape and global supply chain dynamics. Discovery Alert
  • [New] Food commodity prices are expected to decline in 2026, by -5.2% compared to the elevated levels recorded last year. PricePedia
  • [New] Weak global commodity demand is expected to continue exerting negative pressure on input material prices. PricePedia
  • [New] The CME's transition to percentage-based margins aligns with risk management evolution across global commodity exchanges, as markets worldwide adapt to increased volatility and interconnected financial risks. Discovery Alert
  • [New] Potential US tariff effects could accelerate structural changes across global commodity markets. Discovery Alert
  • [New] Potential scenarios range from sustained high fertilizer prices throughout 2026, driven by ongoing supply constraints and robust agricultural commodity prices, to a more pronounced demand correction if global economic conditions or farmer profitability significantly deteriorate. Valley City Times-Record
  • [New] Congress could grant the Commodity Futures Trading Commission more authority over digital assets, while the Securities and Exchange Commission would continue to oversee areas such as exchange-traded funds. CryptoRank
  • In a move that has sent shockwaves through global commodity markets, HSBC has issued a landmark research note projecting that gold prices will soar to $5,000 per ounce by the second quarter of 2026. The Chronicle-Journal
  • The global critical minerals sector represents one of the most rapidly expanding investment opportunities in modern commodity markets. Discovery Alert
  • Commodity funds have poured record capital into livestock futures, betting on a sustained bull run as the biological clock of cattle production ensures that any herd rebuilding effort started today will not yield more beef until at least 2028. The Chronicle-Journal
  • While inflation in the UAE remains stable, global commodity fluctuations might have budgetary effects. Dxb News Network
  • A potential risk remains in the form of a global recession that could dampen commodity demand, though the green nature of current demand provides a sturdier floor than in previous cycles. The Chronicle-Journal
  • Resource economies across the developing world face a fundamental vulnerability that extends beyond simple commodity price volatility. Discovery Alert

Last updated: 03 February 2026



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