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

• [New] Global supply chain risks for food and beverage companies are intensifying due to a combination of climate change, geopolitical instability, commodity price volatility, and regulatory pressures. Lockton
• [New] By 2030, increased cross-border swaps, CBDC trials, and commodity contracts in yuan or rupee are possible. EconoWit
• [New] BRICS + nations, major commodity consumers and raw material suppliers, could gradually reduce dollar reliance through trade policy collaboration, like rerouting G7 exports or using currency swaps. EconoWit
• [New] Trump's best chance of beating inflation now might be if he gets a very lucky break on commodity prices through a bumper harvest worldwide and oil production continuing to run ahead of demand. Fortune
• [New] As economic pressures continue to squeeze agriculture, ag lenders are signaling a more cautious outlook for farm profitability heading into 2026, particularly among grain producers facing lower commodity prices and higher operating costs. RFD-TV
• [New] The Australian Dollar has shown volatility, largely influenced by global risk sentiment, recent statements from the Reserve Bank of Australia, and movements in commodity markets. IC Markets | Official Blog | Blog
• [New] The renewed tariff confrontation between the world's two largest economies threatens global supply chains, commodity markets, and investment flows while also testing fragile trade truces and diplomatic ties. Modern Diplomacy
• [New] The conflict in Ukraine, the largest in Europe since World War II, has triggered massive commodity shocks in food, energy, and industrial metals, leading to dramatic price spikes and supply disruptions. The Pilot News
• [New] Overall global commodity prices are projected to decline by about 7% in 2026, marking the fourth consecutive year of moderation, driven by subdued global economic activity and persistent trade tensions. FinancialContent
• [New] Prioritising When allocating to emerging markets in 2025, investors should closely monitor a concise checklist of major risks, which include sharp currency fluctuations, policy unpredictability, commodity price shocks, corporate debt vulnerabilities, and sudden reversals in capital flows. Logical Content
• [New] The inherent volatility of commodity markets means that any positive trend could be subject to rapid reversals due to unforeseen geopolitical shifts, changes in global economic forecasts, or unexpected supply increases. The Chronicle-Journal
• [New] The diversification of trading partners that Indonesia continues to strive for as well as the recovery of global commodity prices is expected to help support national export performance. VOI.ID
• [New] Alternatively, companies can commit to buying 95% of a commodity from suppliers committed to reaching net zero by 2050. Trellis
• [New] The Commodity Futures Trading Commission has cautioned consumers about gold's volatility, and some observers warn of a potential correction. Medium
• In Latin America, commodity producers and companies involved in the modernization of industries could perform well. The Chronicle-Journal
• Western businesses and investors will benefit modestly from the specific deals (lower U.S. tariffs, steady rare-earth flows, resumed commodity purchases). Gate Kaizen
• Furthermore, monitoring geopolitical developments will be essential, as global stability significantly impacts commodity prices and international trade. FinancialContent
• 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
• 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
• 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
• Commodity prices are expected to decline by about 7% in 2025. World Bank
• 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

Last updated: 18 November 2025