[New] The IMF also warned that the possibility of a renewed Middle East conflict looms large and could extend commodity price volatility, further threaten supply chains, raise prices, and weigh on financial conditions.
The Daily Star
[New] TotalEnergies posted its second-quarter results, amid rising commodity prices and an integrated business model boosting earnings and cash flow despite Middle East-linked disruptions.
Egypt Oil & Gas | Connecting The Pieces
[New] The first half of 2026 brought commodity price volatility, geopolitical disruptions, infrastructure constraints, and demand patterns that do not match the forecasts written just a few years ago.
Enverus | Creating the future of energy together.
[New] Major commodity crops-sugar (-47%, eight models from -63% to -24%) and cereals (-42%, eight models from -58% to -15 %-are US$ 500 billion lower by 2050 compared with BAU.
Nature
[New] By 2050 the EL2 scenario shows lower global agricultural production relative to BAU (high agreement, -17%) and a compositional restructuring of agricultural commodity sectors.
Nature
[New] The combination of the COVID-19 pandemic and the Ukraine crisis has resulted in disruptions to global industrial and supply chains, sustained hikes of commodity prices, and weaker international monetary and financial systems.
U.S.-CHINA ECONOMIC and SECURITY REVIEW COMMISSION
[New] The Graham sanctions bill could force governments and exporters in countries that continue purchasing Russian oil and gas to reassess their exposure if Washington imposes tariffs of up to 500%, potentially disrupting Asian commodity flows and creating new enforcement questions for U.S. allies.
Fault Lines
[New] Global economic growth is expected to slow slightly in 2026 as the Middle East war drives up commodity costs and inflation expectations.
Industrial Info Resources
[New] European commodity prices are now expected to rise by 5% in 2026, representing a slower pace of growth than projected in the previous scenario.
PricePedia
[New] Short-term inflation drivers include tariffs, artificial intelligence investment, and higher commodity prices, particularly as Middle East supply chain disruptions are expected to take time to normalise.
Degroof Petercam
[New] A renewed escalation of the Middle East conflict could prolong commodity price volatility, further disrupt supply chains and tighten financial conditions, while trade fragmentation could also weigh on output and push prices higher.
Khaleej Times
[New] The recent conflict follows a series of disruptions that have reshaped commodity markets, including the COVID-19 pandemic, Russia's invasion of Ukraine, and trade wars.
World Bank Group
[New] Despite dramatic commodity price volatility, overall food price inflation globally is forecast to remain subdued in 2026, as improved supply in most categories and modest economic growth limit demand-side pressure.
VitaLarch (Pty) Ltd
[New] Shell expects improvements in the second quarter, forecasting a working capital inflow between $1 billion and 6 billion following an $11.2 billion outflow in the first quarter, reflecting extreme commodity price volatility.
Energy Connects
Middle East conflict trajectory: Duration and escalation of the Iran conflict determines fertiliser supply risk, shipping cost trajectories, and the extent to which global commodity flows are disrupted.
VitaLarch (Pty) Ltd
Shell expects cash flow from operations to improve as working capital reverses following the substantial outflows recorded in the previous quarter during a period of heightened commodity price volatility.
Yahoo! Finance UK
Further spikes in commodity prices can be anticipated to produce dollar shortfalls in the global financial system.
BTRM
Energy commodity prices were on a downward trajectory in Brazil before U.S. President Donald Trump threatened new military strikes against Iran on Wednesday, raising concerns that the recent decline could prove short-lived.
valorinternational
Last updated: 04 August 2026
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