[New] EU carbon levies, escalating tariffs, and new sanctions have collapsed Russian fertilizer imports by over 80%, threatening European food production and global commodity markets.
CNS Media
[New] Driven by a massive projected oil surplus and cooling industrial demand from China, the aggregate index of commodity prices is expected to fall by 7% in 2026, marking the fourth consecutive year of decline.
Valley City Times-Record
[New] Global commodity prices will plunge to their lowest levels in six years.
Valley City Times-Record
[New] Argentina's energy sector volatility creates significant opportunities for informed investors tracking commodity markets and resource developments.
Discovery Alert
[New] Bitcoin's response to Federal Reserve policy, yield movements, dollar strength, and commodity-driven inflation risk highlights its deepening integration into the macro asset complex.
investing.com
[New] The tariff reductions on Indian imports will require active monitoring for the reciprocal tariff reduction, and commodity exclusions from Section 232 tariffs, and provide companies with opportunities to consider increasing or re-incorporating Indian products into their supply chain.
ArentFox Schiff
[New] BRICS expansion could impact global commodity markets, especially if major resource-rich countries join.
Crown
[New] Global food consumption, the primary driver of agricultural commodity use, is expected to grow at an annual rate of 1.3% over the next decade.
Global Market Insights Inc.
[New] External threats such as global trade tensions, financial instability, and volatile commodity prices can potentially dampen demand and employment, while new trade agreements and greater regional integration could support resilience.
Mirage News
[New] The continued slide in home prices reinforces downside risks to China's growth outlook, weighing on commodity demand expectations, regional equities and property-linked credit, even as policymakers ease leverage constraints.
investingLive
[New] Major external risks include global economic slowdowns affecting export demand, commodity price volatility, tighter global financial conditions, and geopolitical tensions affecting trade flows.
CryptoRank
[New] For Australian equities, careful management of commodity-linked exposures will be critical, while the next phase of the AI theme may extend beyond AI technology providers to companies successfully deploying AI to enhance productivity and margins.
Macquarie
[New] As AI accelerates content creation to an unfathomable scale, authenticity will become the world's scarcest commodity.
Blockhead
[New] Escalating tariffs could, in a worst-case scenario, leave global GDP 2.3% below baseline over five years, and volatility in global commodity prices could drive inflationary pressures in the net food-importing economy.
Daily Tribune
[New] A global capital expenditure boom is anticipated, potentially driving a new commodity super cycle.
Crypto Briefing
[New] Commodity inflation in 2026 is expected to be concentrated in a few inputs-most notably palm kernel oil and surfactants-while some areas such as food-side commodities and crude-related inputs (including packaging) are seeing deflation, and wage inflation remains a factor.
MarketBeat
[New] Disruptions such as extreme weather and commodity price swings can affect agriculture, infrastructure, global trade, and investment flows.
Aircraft Interiors International
[New] US policy remains unpredictable, and there are signs that the commodity cycle may be moving into a later phase.
Pension Policy International
[New] From erratic commodity price swings to unpredictable logistics and tightening sustainability mandates, the year underscored the urgent need for a more resilient and strategic approach to procurement.
FastMarkets
[New] Strained relations between top commodity buyer China and the U.S. have created opportunities for Brazilian producers.
ADM Investor Services
[New] Investment evaluation in Argentina's mining sector requires sophisticated analysis of regulatory improvements, commodity price projections, and geopolitical risk factors that affect long-term project viability.
Discovery Alert
[New] For firms, the operational implications include abrupt shifts in crude sourcing, product crack spreads, and contractual risk for refiners and commodity intermediaries, plus knock-on effects to India-linked export supply chains if tariff escalation returns.
Geopolitical Newsletter
[New] As the United Kingdom's FTSE 100 index experiences a downturn, influenced by sluggish trade data from China and declining commodity prices, investors are increasingly looking beyond the blue-chip stocks for opportunities.
Yahoo Finance
Last updated: 24 February 2026
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