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

• [New] 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
• [New] 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
• [New] 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
• [New] Softer global demand and easing commodity prices are likely to keep downward pressure on export values over 2026. Australian Broadcasting Corporation
• [New] 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
• [New] The use of GLP-1 medications for weight management will continue to ramp up into 2026, which could take a toll on snacks - especially indulgent options and commodity categories that prioritize high volume and low price. FoodNavigator-USA.com
• [New] As bilateral negotiations establish clearer frameworks, commodity demand patterns are expected to normalise throughout 2026. Discovery Alert
• [New] The RBA highlights geopolitical tensions and volatile commodity markets as primary global risks, against a backdrop of modest upward revisions to world growth forecasts. IC Markets | Official Blog | Blog
• [New] Opportunities lie in emerging markets (e.g., India, Mexico), the global push for decarbonization driving demand for critical metals, continued investment in AI and resilient consumer demand supporting economic activity, and specific commodity gains in natural gas and precious metals. The Chronicle-Journal
• [New] The interplay of geopolitical realignments, technological advancements, and the escalating impacts of climate change will redefine risks and opportunities across global markets and commodity sectors for years to come. The Chronicle-Journal
• [New] As Mexico evaluates its unconventional energy potential and natural gas supply security, savvy investors are positioning themselves to benefit from the energy transition's impact on commodity markets. Discovery Alert
• [New] Global supply-chain disruptions and commodity volatility affect input availability and pricing. openpr
• [New] Commodity-linked currencies such as the Australian Dollar, Canadian Dollar, and Norwegian Krone face some unique opportunities in 2025. Fusion Markets | Low Cost Forex Broker
• Aggregate commodity prices are projected to decline by 7% in both 2025 and 2026, reaching a six-year low, driven by weak global economic growth, an oil surplus, and policy uncertainty. The Chronicle-Journal
• Any signs of a global economic slowdown could dampen demand prospects, putting downward pressure on commodity prices and, consequently, energy stock valuations. Statesman-Examiner
• Investors in the agricultural sector should remain vigilant, closely monitoring not only subsequent USDA reports and global weather patterns but also the broader macroeconomic environment and geopolitical developments that could influence trade policies and commodity demand. FinancialContent
• European Union requirements mandate that 40% of critical mineral processing must occur within EU member states by 2030, creating investment opportunities for downstream processing facilities regardless of underlying commodity prices. Discovery Alert
• Rare earths have become a hot commodity, used as a bargaining chip in Donald Trump's tariff wars, exposing supply chain vulnerabilities and highlighting China's upper hand. Australian Broadcasting Corporation
• The U.S. agricultural sector stands at a pivotal juncture, grappling with a confluence of high input costs and soft commodity prices that threaten farm profitability in 2025. Statesman-Examiner
• Central bank monetary policies, especially from the U.S. Federal Reserve, will influence the U.S. dollar's strength and broader commodity pricing. Valley City Times-Record
• The immediate future for commodity futures, extending into 2026, is expected to be marked by continued volatility. Valley City Times-Record
• Aggregate commodity prices are expected to stabilize by mid-2026 and begin recovering into 2027. FinancialContent

Last updated: 16 December 2025