[New] A renewed escalation of the Middle East conflict could prolong commodity price volatility, further disrupt supply chains and tighten financial conditions, while trade fragmentation could also weigh on output and push prices higher.
Khaleej Times
[New] The recent conflict follows a series of disruptions that have reshaped commodity markets, including the COVID-19 pandemic, Russia's invasion of Ukraine, and trade wars.
World Bank Group
[New] Despite dramatic commodity price volatility, overall food price inflation globally is forecast to remain subdued in 2026, as improved supply in most categories and modest economic growth limit demand-side pressure.
VitaLarch (Pty) Ltd
[New] Shell expects improvements in the second quarter, forecasting a working capital inflow between $1 billion and 6 billion following an $11.2 billion outflow in the first quarter, reflecting extreme commodity price volatility.
Energy Connects
[New] Middle East conflict trajectory: Duration and escalation of the Iran conflict determines fertiliser supply risk, shipping cost trajectories, and the extent to which global commodity flows are disrupted.
VitaLarch (Pty) Ltd
[New] Shell expects cash flow from operations to improve as working capital reverses following the substantial outflows recorded in the previous quarter during a period of heightened commodity price volatility.
Yahoo! Finance UK
[New] Further spikes in commodity prices can be anticipated to produce dollar shortfalls in the global financial system.
BTRM
[New] Energy commodity prices were on a downward trajectory in Brazil before U.S. President Donald Trump threatened new military strikes against Iran on Wednesday, raising concerns that the recent decline could prove short-lived.
valorinternational
A strong El Nino could drive up global food commodity prices by up to 9%, with soya beans, corn and rice seeing the biggest spikes.
The Guardian
Projectile strikes on Hendijan, Mahshahr, and Abadan threaten Iran's petrochemical and refinery infrastructure, with ripple effects already reaching crypto and commodity markets.
Crypto Briefing
For commodity and shipping markets, any escalation that meaningfully threatens freedom of navigation near the Strait of Hormuz or the Gulf of Oman would ripple through freight rates, insurance premiums, and the cost of goods moving through one of the world's busiest maritime corridors.
Crypto Briefing
Renewed conflict in the Middle East could prolong commodity price volatility, further disrupt supply chains, raise prices and tighten global financial conditions.
Peoples Gazette Nigeria
The UK government has announced it will operationalise regulations that will tackle illegal deforestation, by prohibiting the use of illegal commodities and establishing commodity-based due diligence reporting frameworks, Responsible Investor reports.
FTI Strategic Communications
Upside risks: stronger-than-expected services inflation persistence, renewed energy or commodity price shocks, and tighter global financial conditions that transmit unevenly.
IC Your Trading Edge | Official Blog | Blog
The Commodity Markets Outlook baseline assumes that Middle East-related supply disruptions ease in the third quarter of 2026, limiting the severity and duration of supply constraints.
World Bank Group
Towards the end of the projection horizon, the reduction in energy commodity prices, a recovery in real disposable income and improving confidence imply slightly stronger growth in 2028.
European Central Bank
India's response imposing export bans to stabilise domestic commodity prices illustrated another dimension of El Nino risk that businesses rarely model: policy risk.
ET2C International
The global coffee industry received important news during the week as Brazilian commodity experts forecast record coffee exports for the upcoming 2026/27 crop year.
flavorist.com
Last updated: 28 July 2026
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