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

• [New] Oil is a global commodity, and companies will pull back on production if the price of oil falls too low. FactCheck.org
• [New] The expansion of the global free-shipping zone will let overseas consumers enjoy high-quality and cost-effective China-made commodities, bolster the development of international trade and improve the competitiveness of Chinese online retailers in the global e-commerce landscape. chinadailyhk
• Global inflation is forecast to decline from 4.5% in 2024 to around 3.6% in 2025, though downside progress remains vulnerable to commodity shocks, trade frictions, foreign exchange volatility and supply constraints. MIT OpenCourseWare
• The high price of the UK capacity auctions for 2027-29 and renewable capacity additions will boost earnings, while the exposure to commodity prices will decline in the coming years. Morningstar, Inc.
• Global Commodity Price Softening: While still subject to geopolitical risks, a general softening in global commodity prices (especially crude oil, which India heavily imports) has also provided some relief on the imported inflation front. Serrari Group - Serrari | Finance Tips, Tools, Macro &
• FAO's latest assessments indicate a relatively optimistic outlook for food commodity markets, with production and trade of all commodities, except sugar, anticipated to increase. MarketsAndTrade
• Brazil, grappling with higher inflation due to commodity export reliance, highlights the risks of over-dependence on global markets. Indonesia Economy Watch
• Over the next 12 months, Indonesia's inflation is projected to range between 1.5 and 3.5%, influenced by global commodity volatility, domestic consumption patterns, and exchange rate movements. Indonesia Economy Watch
• Without concrete steps forward, traders remain concerned that unresolved trade disputes could continue to weigh on global supply chains, commodity pricing, and broader economic stability. STL.News
• Global demand for some critical minerals is expected to increase fivefold by 2040, with copper, which is a key commodity that is produced in northwestern B.C., highlighted as facing supply shortages. BC Gov News
• Potentially pushing in the other direction, further weakening of global economic growth could reduce demand and exert additional downward pressure on commodity price futures. Central Bank of Ireland
• The World Bank anticipates a 12% decline in commodity prices in 2025, which could ease inflationary pressures, particularly in energy and food markets. World Economic Trends Report
• Ongoing geopolitical tensions, such as the Russia-Ukraine conflict and U.S.-China frictions, threaten to disrupt supply chains and commodity markets, posing upside risks to inflation. World Economic Trends Report
• Inflation is expected to moderate to 4.3% in 2025, but trade tensions, commodity price volatility, and policy missteps could push it higher. World Economic Trends Report
• Volatile commodity prices, particularly oil and industrial metals, react to disruptions in global trade flows and production bottlenecks. Market Insiders - Where Insider Information Meets Oppor
• Despite the favourable outlook, the domestic economy remains vulnerable to external shocks, particularly commodity price volatility, ongoing global trade fragmentation and climate-related risks. The Standard Newspaper | Gambia
• The UN agency's latest assessments indicate a relatively optimistic outlook for global food commodity markets, with production anticipated to increase across all commodities, except sugar. Just Food
• The New Zealand economy is recovering after a period of contraction as high commodity prices and lower interest rates are supporting overall economic activity but recent developments in the international economy are expected to reduce global economic growth. IC Trading | Official Blog | Blog
• A decline in manufacturing activity could lead to decreased demand for raw materials, impacting global commodity prices. County Local News
• Using a simple regression model incorporating historical inflation, commodity prices, and interest rates, global inflation is projected to range between 4.0-4.5% in 2025. World Economic Trends Report
• The distribution of Ukraine's vast mineral wealth will not only shape the outcome of the conflict but also influence Europe's energy future and the global supply of critical minerals and rare earths, not to mention hydrocarbons and agricultural commodities. CIRSD
• In the U.S., manufacturers continue to be underutilized, but they increased purchases of raw materials and commodities, bolstering inventories to protect against future higher prices or supply disruptions. The Manila Times

Last updated: 08 July 2025