[New] Supply chain disruptions - from sanctions on Russian oil and gas to Red Sea shipping bottlenecks - are driving volatility across key commodities, while protectionist policies, including US tariffs on metals and China's export bans on critical minerals, are reshaping global trade flows.
Research and Markets
[New] The ECB is playing a similar game, wary of trade tensions with the U.S. China's stimulus, while propping up its economy, could ripple globally by driving up commodity demand.
World Economic Trends Report
[New] Russia's invasion caused immediate drops in stock prices and sovereign bond values, while commodity prices surged as fears of supply disruptions took hold.
Debexpert
[New] Industrial metals like copper saw modest gains in June on hopes of Chinese stimulus, while agricultural commodities were mixed.
Synapse Trading
[New] The outlook for inflation remains cautiously optimistic, with the potential for further moderation if global commodity markets remain stable.
The Standard Newspaper | Gambia
[New] The OECD downgraded its 2025 economic growth forecast for Indonesia for the second time in 2025, citing weakening commodity prices and deepening global trade risks.
Invest Indonesia
[New] Food inflation is expected to increase to 2.9% in the second quarter of 2025, driven by an upward base effect and a sharp increase in unprocessed food prices, as well as by a large increase in food commodity prices.
European Central Bank
Oil is a global commodity, and companies will pull back on production if the price of oil falls too low.
FactCheck.org
The expansion of the global free-shipping zone will let overseas consumers enjoy high-quality and cost-effective China-made commodities, bolster the development of international trade and improve the competitiveness of Chinese online retailers in the global e-commerce landscape.
chinadailyhk
Global inflation is forecast to decline from 4.5% in 2024 to around 3.6% in 2025, though downside progress remains vulnerable to commodity shocks, trade frictions, foreign exchange volatility and supply constraints.
MIT OpenCourseWare
The high price of the UK capacity auctions for 2027-29 and renewable capacity additions will boost earnings, while the exposure to commodity prices will decline in the coming years.
Morningstar, Inc.
Global Commodity Price Softening: While still subject to geopolitical risks, a general softening in global commodity prices (especially crude oil, which India heavily imports) has also provided some relief on the imported inflation front.
Serrari Group - Serrari | Finance Tips, Tools, Macro &
FAO's latest assessments indicate a relatively optimistic outlook for food commodity markets, with production and trade of all commodities, except sugar, anticipated to increase.
MarketsAndTrade
Brazil, grappling with higher inflation due to commodity export reliance, highlights the risks of over-dependence on global markets.
Indonesia Economy Watch
Over the next 12 months, Indonesia's inflation is projected to range between 1.5 and 3.5%, influenced by global commodity volatility, domestic consumption patterns, and exchange rate movements.
Indonesia Economy Watch
Without concrete steps forward, traders remain concerned that unresolved trade disputes could continue to weigh on global supply chains, commodity pricing, and broader economic stability.
STL.News
Global demand for some critical minerals is expected to increase fivefold by 2040, with copper, which is a key commodity that is produced in northwestern B.C., highlighted as facing supply shortages.
BC Gov News
Potentially pushing in the other direction, further weakening of global economic growth could reduce demand and exert additional downward pressure on commodity price futures.
Central Bank of Ireland
The World Bank anticipates a 12% decline in commodity prices in 2025, which could ease inflationary pressures, particularly in energy and food markets.
World Economic Trends Report
Ongoing geopolitical tensions, such as the Russia-Ukraine conflict and U.S.-China frictions, threaten to disrupt supply chains and commodity markets, posing upside risks to inflation.
World Economic Trends Report
Inflation is expected to moderate to 4.3% in 2025, but trade tensions, commodity price volatility, and policy missteps could push it higher.
World Economic Trends Report
Last updated: 15 July 2025
Hi,
Would you like a quick online demo of our service from an experienced member of our team?