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

• [New] Globally, commodity prices are rising due to supply constraints, while fiscal and monetary expansion will create demand. The Daily Star
• [New] CLARITY Act framework could provide US regulatory clarity for TON as a commodity classification. MEXC
• [New] The ongoing geopolitical tension has introduced uncertainty into commodity markets and global financial conditions, adding downside risks to the economic outlook. Mexico Business
• [New] Indonesia plans to route key commodity exports through a state-owned firm. FoodNavigator-Asia.com
• [New] Looking ahead, competitiveness challenges for European exporters are likely to intensify amid persistent disruptions in energy and commodity markets, given that oil and gas remain central to the euro area's energy mix, making it particularly exposed to global price shocks. European Central Bank
• [New] The economic outlook is highly uncertain and will depend on how long the war in the Middle East lasts and how strongly it affects energy and other commodity markets, as well as global supply chains. European Central Bank
• [New] While global inflation is expected to continue to decline, the rate of reduction will be uneven across regions, while risks from trade policies, geopolitical conflicts, and commodity price volatility remain. Saigon Ratings
• [New] The Detroit-based producer was expecting commodity headwinds to top $2 billion - roughly double the previous estimate - due largely to higher price tags for aluminum. / Iran CNBC
• [New] Northern Hemisphere spring planting windows are now open - if shipments remain disrupted, agricultural commodity prices and food manufacturing costs will rise in the second half of 2026. Winning Adventure Global
• [New] African protests erupt alongside broader unrest, fuelled by food shortages and political instability, which amplify risks to commodity markets and migration flows into NATO allies. / Iran TheEye
• [New] Ultimately, Asia is beginning to trade less like a geographic region and more like a giant balance-sheet sorting machine, separating future AI infrastructure winners from economies still primarily tethered to commodity sensitivity and imported inflation risk. investing.com
• [New] Crucially, a battery breakthrough could limit Beijing's minerals leverage, as solid-state and lithium-sulfur chemistries are not reliant on graphite, a commodity where China is dominant. Atlantic Council
• [New] Global risks from the Middle East conflict persist, fueling energy/commodity volatility and sterling / gilt fluctuations; MPC views direct impacts as containable if demand slackens to curb secondary inflation effects. IC Your Trading Edge | Official Blog | Blog
• [New] Contained inflation and resilient demand drive hold: The BNM opted against a cut amid heightened external cost pressures, with inflation expected to edge higher due to increased global commodity prices stemming from the Middle East conflict. FocusEconomics
• [New] Earnings contributions are expected to broaden in the second half of the year, with energy companies positioned to benefit from firmer commodity prices and improved capital discipline. The Haverford Trust Company
• [New] While exposure to AI-driven equities remains strong due to their earnings visibility, investors are increasingly looking toward real assets and commodity-linked sectors such as logistics, shipping, and infrastructure as potential hedges against energy-driven inflation risks. Economic Times
• [New] Potential risks and obstacles for Shell Plc include commodity and margin volatility, regulatory shifts that change project economics, execution risks on large projects, evolving energy transition dynamics, and license-to-operate challenges that can constrain cash flow and growth. Porter's Five Forces
• The outbreak of the 2026 conflict between the U.S. and Iran has acted as a stress test for the global gasket supply chain, exposing vulnerabilities in maritime logistics and commodity sourcing. Data Bridge Market Research
• The World Bank's April Commodity Markets Outlook now forecasts global energy prices to rise 24% in 2026, with Brent averaging $86 per barrel for the year and potentially exceeding $115 if disruptions resurface. Global Investments
• Commodity inflation - including logistics and higher DRAM memory chip costs - could reduce its adjusted operating profit by up to $2bn in 2026, compared with its earlier forecast of up to $1.5bn. Edge and Odds -

Last updated: 02 June 2026