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

• [New] In Latin America, commodity producers and companies involved in the modernization of industries could perform well. The Chronicle-Journal
• [New] Western businesses and investors will benefit modestly from the specific deals (lower U.S. tariffs, steady rare-earth flows, resumed commodity purchases). Gate Kaizen
• [New] Furthermore, monitoring geopolitical developments will be essential, as global stability significantly impacts commodity prices and international trade. FinancialContent
• [New] Franco-Nevada Corporation, a gold-focused royalty and streaming company, benefits from a diversified portfolio and a lean operating structure, offering exposure to rising commodity prices with lower operational risk. FinancialContent
• [New] Publicly traded shipping and logistics firms that handle global commodity movements could see disruptions in their Vietnamese operations, potentially leading to delays or increased costs for clients. The Chronicle-Journal
• [New] This in large part reflects that global activity has been stronger than expected, sustaining global demand for commodities, and the prices of commodity exports have remained well above Australia's average cost of production. Reserve Bank of Australia
• [New] Commodity prices are expected to decline by about 7% in 2025. World Bank
• [New] Commodity prices are expected to fall by around 12% in 2025, followed by another 5% in 2026, marking a significant slowdown compared to the post-pandemic era. investing.com
• [New] SNC-Lavalin faces risks from project execution delays, cost overruns, and sensitivity to commodity prices and regulations. XS
• Exxon aims to be well-positioned to capitalize on a potential rebound in commodity prices, which analysts suggest could occur as early as 2026. Energy Reporters
• Disinflationary forces like tighter credit, falling commodity prices, or global growth slowdowns could reduce inflation risk premiums embedded in gold. investing.com
• Industrial commodity prices in annual terms will be lower in 2026 than any year since 2020, although the decline from 2025 levels is minor. Seeking Alpha
• Amid global currency fluctuations and rising geopolitical risks, gold's status as both a financial asset and a commodity remains unshakable. chinadailyhk
• 5-year breakeven inflation expectations at 2.74% remain stubbornly above the Fed's 2% target, creating a paradox where falling energy prices fail to anchor inflation expectations - potentially reflecting tariff concerns or fiscal dominance fears that transcend commodity price signals. Mariemont Capital
• Successful mining diversification will fundamentally transform Botswana's economic structure, reducing vulnerability to single-commodity price shocks whilst creating multiple revenue streams that enhance overall economic stability and growth potential. Discovery Alert
• Global commodity prices will dictate farmer profitability, making global demand-supply dynamics a key watch point. The Chronicle-Journal
• Commodity price volatility represents the primary risk for Gold Fields and Harmony Gold, as gold price fluctuations directly impact revenue and profitability regardless of operational excellence. Value Sense Blog
• Strategic imperative is clear: companies adopting AI Agents during 2025-2026 will establish significant efficiency, speed and capabilities advantages that will be difficult for competitors delaying until 2027-2028 to replicate when technology is mainstream but also commodity. Technova Partners
• Regulatory evolution and commodity price cycles will require agile management, a proactive approach to innovation, and diligent engagement with Zambia's ecological and social frameworks. Farmonaut
• Inflationary pressures continue to be low in the context of global slowdown and falling commodity prices (energy and food), but uncertainty prevails over the profile of US inflation, which is expected to be around 4% at the end of 2025 or the beginning of 2026. Coface
• Broader global economic indicators, particularly in major consuming nations like China, will dictate demand across all commodity classes, while inflation rates and central bank monetary policies will shape investor sentiment and commodity pricing. Mammoth Times

Last updated: 11 November 2025