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


  • [New] Analysts at Ganfeng Lithium predict unprecedented growth patterns that will fundamentally reshape global commodity markets throughout the decade. Discovery Alert
  • [New] The compound annual growth rate of approximately 15.7% through 2030 represents unprecedented expansion in industrial commodity consumption, driven by the convergence of multiple end-use applications achieving simultaneous mass adoption. Discovery Alert
  • [New] Lithium demand growth rates projected through 2030 significantly exceed historical patterns from previous commodity cycles. Discovery Alert
  • [New] In 2027 we will probably start to see some kick in commodity prices, but we will have to get through 2026. / USA Successful Farming
  • [New] By 2026, digital sovereignty will become a taxable commodity. Non Human Identity Management Group
  • [New] Three catalysts converge in 2026: the Midnight privacy sidechain goes live, a Solana bridge activates unprecedented liquidity flows, and the U.S. CLARITY Act could classify ADA as a commodity by January's Senate markup. MEXC
  • [New] Crop insurance expenses are expected to remain flat, based on current commodity price projections for 2026. Farmers National Company
  • [New] An end to the war in Ukraine could have significant implications for global inflation, growth and commodity prices while easing geopolitical risks and lifting investor sentiment. US Institutional
  • [New] Row-crop farmers in the U.S. and Brazil - Ag Marketing IQ's latest analysis warns that many grain farmers in Brazil and the United States are carrying heavy debt loads into 2026 after several years of elevated input costs and softening commodity prices, even as planted acres have expanded. CPG Daily Brief
  • Agricultural commodity price cycles, global food security concerns, and alternative nitrogen source development could influence long-term ammonia demand patterns that underpin current expansion plans. Discovery Alert
  • Recent conversations with supply chain professionals across several industrial commodity shippers suggests that many do not see a rebound until late 2026 or more likely 2027. Railway Age
  • By 2027, risks of fiscal strain, diminished Federal Reserve credibility, and persistent deficits could lead to dollar underperformance, especially against commodity-linked and reform-oriented currencies. Comerica
  • Investors should anticipate continued fluctuations in commodity prices, particularly oil and natural gas, and ongoing disruptions in global logistics. The Big Spring Herald
  • Ontario's agri-food sector is susceptible to impacts from U.S. tariffs and other actions that threaten export-dependent sectors and the commodity marketing system. Ontario.ca
  • The continued moderation through late 2026 is attributed to lower euro area food commodity prices and downward base effects from the strong price increases in mid-2025. European Central Bank
  • Food inflation is projected to continue to decline noticeably in the short term, as commodity prices ease and weather-related factors fade, and to remain at moderate levels throughout 2028. European Central Bank
  • The somewhat lower trade policy uncertainty, stronger foreign demand and lower energy commodity prices have led to the upward revision to the growth outlook for 2026. European Central Bank
  • Commodity markets exhibit divergence, with overall prices moderating towards a projected six-year low in 2026 due to subdued global activity. FinancialContent
  • Regulatory and policy implications are significant; a shift in the Fed's stance could prompt governments to re-evaluate fiscal policies, potentially leading to increased infrastructure spending or adjustments in energy policies to capitalize on changing commodity prices. Observer News Enterprise
  • Emerging markets, often sensitive to U.S. monetary policy, could experience capital inflows as investors seek higher returns in a lower-yield U.S. environment, potentially strengthening their local currencies and boosting their commodity-dependent economies. Observer News Enterprise
  • With growth slowing and global commodity prices stabilizing, headline inflation is projected to hover around 0.9% in 2025 and 0.8% in 2026, while inflationary pressures remain contained. ASEAN+3 Macroeconomic Research Office - AMRO ASIA

Last updated: 06 January 2026



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