[New] A global capital expenditure boom is anticipated, potentially driving a new commodity super cycle.
Crypto Briefing
[New] Commodity inflation in 2026 is expected to be concentrated in a few inputs-most notably palm kernel oil and surfactants-while some areas such as food-side commodities and crude-related inputs (including packaging) are seeing deflation, and wage inflation remains a factor.
MarketBeat
[New] Disruptions such as extreme weather and commodity price swings can affect agriculture, infrastructure, global trade, and investment flows.
Aircraft Interiors International
[New] US policy remains unpredictable, and there are signs that the commodity cycle may be moving into a later phase.
Pension Policy International
[New] From erratic commodity price swings to unpredictable logistics and tightening sustainability mandates, the year underscored the urgent need for a more resilient and strategic approach to procurement.
FastMarkets
[New] Strained relations between top commodity buyer China and the U.S. have created opportunities for Brazilian producers.
ADM Investor Services
[New] Investment evaluation in Argentina's mining sector requires sophisticated analysis of regulatory improvements, commodity price projections, and geopolitical risk factors that affect long-term project viability.
Discovery Alert
[New] For firms, the operational implications include abrupt shifts in crude sourcing, product crack spreads, and contractual risk for refiners and commodity intermediaries, plus knock-on effects to India-linked export supply chains if tariff escalation returns.
Geopolitical Newsletter
[New] As the United Kingdom's FTSE 100 index experiences a downturn, influenced by sluggish trade data from China and declining commodity prices, investors are increasingly looking beyond the blue-chip stocks for opportunities.
Yahoo Finance
[New] Global industrial systems increasingly depend on specialized minerals concentrated in geographically limited regions, creating potential vulnerabilities that extend beyond traditional commodity markets.
Discovery Alert
[New] Broader risk: Labour / fiscal headwinds temper EM inflows, but state / fintech momentum and commodity deals offset; policy shifts (Fed Warsh nomination, BCB signals) and metals volatility could spur corrections.
The Rio Times
[New] Ongoing tensions and unrest in the Middle East, Latin America and Europe continue to raise the risk of supply chain disruption, changes to trading terms, and volatility in global commodity markets.
Potato Business
[New] An anticipated easing of global monetary policy and potential US dollar weakness could support capital inflows into markets like Kenya, boosting commodity prices and enhancing returns on non-US assets.
The Standard
[New] Near-term oversupply could pressure commodity prices through the first half of 2026, while geopolitical uncertainty could provide a price floor, leading operators to be cautious and back-load budgets.
MarketBeat
[New] The Argentina critical minerals trade deal with US establishes important precedents for resource diplomacy that could reshape global critical mineral markets and international partnership approaches across multiple regions and commodity sectors.
Discovery Alert
[New] Weaker-than-expected global activity would dampen commodity demand and put downward pressure on food prices - particularly edible oils and beef, which tend to be more sensitive to global economic conditions than other food commodities.
World Bank Group
[New] Commodity prices are much higher than forecasters expected when making predictions a year ago.
The Guardian
[New] Geopolitical events, such as the war in Ukraine, boosted input prices through restrictions on commodity production and additional supply chain disruptions, further exacerbating inflationary pressures.
Board of Governors of the Federal Reserve System
[New] Australia's geological advantages span multiple commodity categories, from traditional iron ore and coal operations to emerging critical minerals opportunities.
Discovery Alert
[New] By synthesizing insights from Fed Funds Futures data and technical analysis, traders could optimize their strategies to capitalize on sector rotations, currency pair dynamics, and commodity trends.
Ainvest
[New] USDA is expected to release $11 billion to commodity farmers at the end of the month under the Farmer Bridge Assistance program.
DTN Progressive Farmer
Last updated: 17 February 2026
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