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


  • [New] 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
  • [New] 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
  • [New] 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
  • [New] Commodity markets exhibit divergence, with overall prices moderating towards a projected six-year low in 2026 due to subdued global activity. FinancialContent
  • [New] 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
  • [New] 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
  • [New] 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
  • [New] 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
  • [New] 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
  • [New] 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
  • [New] 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
  • [New] Competition from Australia, Russia and South America will further pressure commodity prices. Country Guide
  • [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
  • 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
  • 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
  • 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

Last updated: 23 December 2025



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