[New] 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
[New] 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
[New] 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 -
[New] Commodity price volatility represents the remaining key external risk: every $5 per barrel change in Oriente crude shifts Ecuador's fiscal revenue by approximately $400 million.The Rio Times
[New] Key risks for Siam Cement Company include commodity-price swings, construction downcycles in Thailand and ASEAN, FX/interest-rate volatility, regulatory shifts on waste and carbon, and competitive overcapacity that can compress margins and leverage.
Porter's Five Forces
[New] The 2026-27 Budget serves as a strategic blueprint for an economy that has outgrown the passive reliance on commodity cycles.Chipkie
[New] The Chinese leader could attempt to trade the economic commitments Trump prioritizes - such as a pledge to keep critical minerals and rare earths flowing, commodity purchases, and potentially even investments in the United States - for Taiwan-related concessions.
Council on Foreign Relations
[New] The Power of Siberia 2 pipeline could redirect billions of cubic meters of Russian gas eastward, reshaping global energy flows and crypto-adjacent commodity markets.
Crypto Briefing
[New] Commodity trading firms operating out of Geneva, Zug and Lugano, a significant segment of the Swiss economy, should anticipate particularly detailed supply chain mapping requirements given the complexity and length of their value chains.
Global Law Experts
[New] Within the outlined context, industrial commodity prices are expected to rise by more than +6% in 2026 and by +4% in 2027.
PricePedia
[New] The progression from $9 billion in 2026 to $36.25 billion in 2035 implies a roughly four-fold increase over nine years, a trajectory that would require sustained commodity prices, successful execution of RIGI-approved projects, and continued regulatory stability across multiple election cycles.
Discovery Alert
[New] The long-range projection for Argentine lithium exports reaches $11.89 billion annually by 2036, a figure that would represent a transformation from lithium being a secondary commodity contributor today to a dominant revenue pillar within a decade.
Discovery Alert
[New] Commodity price risk and high inflation are central concerns for both businesses and governments in Latin America, where many economies are heavily dependent on the export of natural resources.
Aon
[New] In high-volatility commodity environments, the spread between regional benchmarks widens, arbitrage opportunities multiply, and well-capitalised traders with global infrastructure can generate disproportionate returns relative to underlying commodity price moves.
Discovery Alert
[New] Prolonged instability in the Middle East disrupts global shipping lanes, driving up costs for raw materials or creates unpredictable swings in commodity markets.
BIC Magazine
[New] Commodity Pricing If commodities like oil begin to be priced in currencies other than the dollar, it could alter global pricing dynamics, indirectly affecting consumer costs.
investing.com
[New] Central banks might not be as aggressive as they were during the Covid-19 economic crisis given that monetary policy is not well equipped to deal with the commodity price shock due to the Iran war.
CNBC
[New] In 2026, we expect capital to back trade-finance fintechs that pick a narrow wedge (commodity + corridor) and own the full control stack - verification, pricing, and compliance - rather than selling 'credit for everyone'.
FinTech Futures
Commodity prices could rise even further if hostilities in the region escalated and supply disruptions lasted longer than expected, the global development bank said in its latest Commodity Markets Outlook.
The Business Times
Volatility in Commodity prices, slower-than-expected LNG project execution, or shifts in US trade policy could complicate value creation.
Kalkine
While higher global energy prices will support oil producers, higher commodity prices will weigh on consumers and businesses facing rising input costs.
Export Development Canada
Additionally, global commodity price volatility and climate-related shocks - such as droughts affecting agriculture - pose threats to near-term prospects and add to international trade tensions.
Allianz Trade Corporate
Last updated: 19 May 2026
Hi,
Would you like a quick online demo of our service from an experienced member of our team?
