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


  • [New] 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
  • [New] 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
  • [New] 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
  • [New] Investors should anticipate continued fluctuations in commodity prices, particularly oil and natural gas, and ongoing disruptions in global logistics. The Big Spring Herald
  • [New] 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
  • Negative base effects and better consumption growth suggest recovery in 2026 Looking ahead, the FAO Food Outlook projects a broad-based increase in global food commodity production in 2026. ING Think
  • Although Venezuela's oil production has dwindled as a result of underinvestment to less than 1% of global output, commodity prices are notoriously volatile and traders may be worried that the aggressive tactics in Venezuela could be attempted elsewhere. PBS News
  • Major agribusiness giants, grain processors, and even some fertilizer producers will feel the ripple effects, with their profitability directly tied to commodity price movements and global trade dynamics. FinancialContent
  • Commodity experts and ag economists appear split on whether China will actually buy 12 million tons of U.S. soybeans by the end of 2025. Hoosier Ag Today
  • Competition from Australia, Russia and South America will further pressure commodity prices. Country Guide
  • Unlike previous commodity cycles driven primarily by construction and manufacturing, today's mining landscape reflects a complex interplay of geopolitical strategy, environmental mandates, and technological disruption that will define investment opportunities through 2026. Discovery Alert
  • Ontario's agri-food sector is large, increasingly productive and generally recession resilient but faces risks that include increasing volatile worldwide commodity supplies and potential U.S. tariffs. Ontario.ca
  • Newmont Corp. and other gold miners benefit from monetary uncertainty, while energy producers like Exxon Mobil Corp. gain from higher commodity prices and potential sanctions-related supply disruptions. investing.com
  • Softer global demand and easing commodity prices are likely to keep downward pressure on export values over 2026. Australian Broadcasting Corporation
  • Cardano ADA forecast lifts as CFTC clears path for U.S.-regulated crypto trading The U.S. Commodity Futures Trading Commission has approved spot cryptocurrency trading on federally regulated futures exchanges for the first time. BTCPressWire

Last updated: 30 December 2025



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