[New] Geopolitical risks (Middle East conflict) and energy price surges boosted commodity-linked value sectors, while growth stocks faced scrutiny over capex efficiency.
Ainvest
[New] The near-term pricing environment is likely to remain volatile, however, we anticipate a more constructive commodity price environment in the second half of the year and into 2027.
Canadian Energy News, Top Headlines, Commentaries, Feat
[New] Elevated energy and commodity prices, particularly disruptions related to the Strait of Hormuz, could weigh on growth in 2026-27.
Economic Times
[New] The surge in energy commodity markets over recent weeks is expected to drive up trading results at Shell's chemicals and products unit, which includes its main oil trading desk.
The Guardian
[New] Assuming an average oil price of around 90 dollars per barrel in 2026, easing to 75 dollars in 2027, and TTF natural gas averaging 48 euro / MWh in 2026 and 41 euro / MWh in 2027, industrial commodity prices are forecast to increase by +4.3% in 2026 and +3.8% in 2027.
PricePedia
[New] Canada's energy infrastructure is increasingly emerging as a key beneficiary of the ongoing disruption across global commodity markets.
Middlefield
[New] Global commodity markets have entered an unprecedented period of volatility, where traditional supply and demand relationships face constant disruption from technological innovation, geopolitical tensions, and shifting economic paradigms.
Discovery Alert
[New] The State of Qatar has successfully mitigated the impact of geopolitical tensions linked to the war on Iran and resulting disruptions in commodity and food markets.
Qatar Tribune
[New] Commodity Prices: Despite a low breakeven, a global recession in late 2026 could depress oil prices and impact the pace of share buybacks.
The Chronicle-Journal
[New] The current Iran energy shock exemplifies how regional conflicts threaten established supply corridors and force rapid repricing across commodity markets, creating both significant risks and strategic opportunities for informed investors.
Discovery Alert
[New] With the aggregate commodity price index expected to drop by another 7% in 2026, the post-pandemic price spike has officially been replaced by what many analysts are calling the Great Commodity Respite.
The Chronicle-Journal
The ongoing disruption of the Strait of Hormuz trade corridor is triggering one of the most severe shocks to global commodity flows in recent years, with major implications for food security, agricultural production, and international markets.
fundsforNGOs News - Grants and Resources for Sustainabi
Companies are increasingly adopting corporate-level hedging tools to avoid price shocks and reduce risk as the US-Israeli war with Iran continues to disrupt global commodity markets.
DairyReporter.com
The major upside risk is an extended and broader conflict in the Middle East, resulting in further increases in international commodity prices and their resulting impact on domestic prices.
Bank of Jamaica
Current conditions point to broad-based increases in global food commodity production, alongside strong consumption growth and a recovery in inventories, although weather variability and a clouded trade outlook could pose risks.
MarketsAndTrade
An index of food commodity prices created by the United Nations' Food and Agriculture Organization averaged 128.5 points in March, up 3 points from February, as disruptions from the Iran war ripple through food supply chains.
Edge and Odds -
Volatility has swept back into equity and commodity markets as the conflict between the U.S. and Iran escalates, bringing geopolitical risk ever closer to home.
Highland Associates
The World Bank's latest Commodity Markets Outlook has delivered a sobering yet optimistic forecast for the year ahead: global commodity prices are projected to plunge to a six-year low.
The Chronicle-Journal
Given Brazil's ecological and economic size, the direction set in Brasilia will resonate across commodity markets and in international climate diplomacy.
ECIKS.org
The near-total halt of tanker traffic in the Strait of Hormuz has caused a significant disruption in the global supply of sulfur, with Gulf countries accounting for roughly 45% of the global commodity.
Wikimedia Foundation, Inc.
In 2026, a new kind of commodity risk is moving from sustainability teams to procurement, finance, and legal.
Forbes
Canada's heavy weighting in resource sectors and emerging markets' commodity exposure could make them key beneficiaries of higher oil and commodity prices.
BNN Bloomberg
Last updated: 14 April 2026
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