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

• [New] The RBI Friday lowered the GDP forecast for FY27 to 6.6% from 6.9% projected in April, citing higher energy and commodity prices, and ongoing supply disruptions linked to the Iran war. Economic Times
• [New] In 2026, overall commodity prices are expected to rise by 16%, reaching their highest level since 2022 amid the war with Iran. GMK.CENTER
• [New] The West Asia crisis and associated logistics/commodity costs are weighing heavier than initially projected. Sahi
• [New] Downside risks to growth remain, particularly if the West Asia conflict persists and commodity production weakens. Vietnam+ (VietnamPlus)
• [New] The ongoing disruption to the Strait of Hormuz trade corridor is triggering one of the most severe shocks to global commodity flows in recent years, with significant implications for food security, agricultural production, and global markets. FAO
• [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

Last updated: 09 June 2026