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


  • [New] Rabobank commodity analyst Oran van Dort has cautioned that systemic supply-side issues in Cote d'Ivoire and Ghana will persist, and prices are unlikely to return to historical levels within the next two years. CNS Media
  • [New] Trump's policies shift commodity markets supply-demand balance to be regionally segmented rather than globally, creating a heightened volatility risk. Business Insider
  • [New] Ultimately, outright commodity price inflation will be needed to fully incentivize U.S. producers to make the really big private investment needed to significantly expand production and output quickly. McAlvany Financial Group
  • [New] For ADM, a persistent La Nina is a double-edged sword; while it may drive up commodity prices, the resulting logistical hurdles on the Mississippi River and reduced U.S. export volumes could further squeeze processing margins. The Chronicle-Journal
  • [New] The 2025-2030 Dietary Guidelines have renewed questions about protein sources, processed foods, and chronic disease prevention, raising broader issues about whether federal farm subsidies and commodity programs support or undermine national nutrition priorities. NYC Food Policy Center (Hunter College)
  • [New] 2026 is the year experience is product - if a consumer good does not offer emotional resonance, sensory delight, or lifestyle integration, it risks being seen as just another commodity. Viva Magazine
  • [New] In 2026, growth in developing economies is expected to slow to 4% from 4.2% in 2025 before edging up to 4.1% in 2027 as trade tensions ease, commodity prices stabilise, financial conditions improve and investment flows strengthen. Fibre2Fashion
  • [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
  • A global capital expenditure boom is anticipated, potentially driving a new commodity super cycle. Crypto Briefing

Last updated: 03 March 2026



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