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

• [New] Potentially pushing in the other direction, further weakening of global economic growth could reduce demand and exert additional downward pressure on commodity price futures. Central Bank of Ireland
• [New] The World Bank anticipates a 12% decline in commodity prices in 2025, which could ease inflationary pressures, particularly in energy and food markets. World Economic Trends Report
• [New] Ongoing geopolitical tensions, such as the Russia-Ukraine conflict and U.S.-China frictions, threaten to disrupt supply chains and commodity markets, posing upside risks to inflation. World Economic Trends Report
• [New] Inflation is expected to moderate to 4.3% in 2025, but trade tensions, commodity price volatility, and policy missteps could push it higher. World Economic Trends Report
• [New] Volatile commodity prices, particularly oil and industrial metals, react to disruptions in global trade flows and production bottlenecks. Market Insiders - Where Insider Information Meets Oppor
• [New] Despite the favourable outlook, the domestic economy remains vulnerable to external shocks, particularly commodity price volatility, ongoing global trade fragmentation and climate-related risks. The Standard Newspaper | Gambia
• [New] The UN agency's latest assessments indicate a relatively optimistic outlook for global food commodity markets, with production anticipated to increase across all commodities, except sugar. Just Food
• [New] The New Zealand economy is recovering after a period of contraction as high commodity prices and lower interest rates are supporting overall economic activity but recent developments in the international economy are expected to reduce global economic growth. IC Trading | Official Blog | Blog
• [New] A decline in manufacturing activity could lead to decreased demand for raw materials, impacting global commodity prices. County Local News
• [New] Using a simple regression model incorporating historical inflation, commodity prices, and interest rates, global inflation is projected to range between 4.0-4.5% in 2025. World Economic Trends Report
• The distribution of Ukraine's vast mineral wealth will not only shape the outcome of the conflict but also influence Europe's energy future and the global supply of critical minerals and rare earths, not to mention hydrocarbons and agricultural commodities. CIRSD
• In the U.S., manufacturers continue to be underutilized, but they increased purchases of raw materials and commodities, bolstering inventories to protect against future higher prices or supply disruptions. The Manila Times
• Investors may be spooked by the increased likelihood of a global conflict and the subsequent supply chain disruptions that could drive up commodity prices. Bangkok Post
• The last three weeks have been highly dynamic as the trade environment injected uncertainty into markets, raised broad economic concerns and along with faster than expected return of OPEC production weighed on commodity prices. Insider Monkey
• From rising trade tensions to shifting monetary policies and volatile commodity prices, the global economy faces a complex web of risks and opportunities. World Economic Trends Report
• Growth will be limited by potential US tariffs and global tariff-related risks, both via direct and secondary effects such as slowing demand from China for key commodities. IOL
• Using a simple ARIMA model with historical inflation, commodity prices, and interest rates, we project global inflation trending toward 4.2% -4.5% over the next 12 months. World Economic Trends Report
• S&P Global Commodity Insights estimates there will be as much as USD 53 trillion in energy investment opportunities globally by 2050 across clean energy technologies, power and transmission under a net-zero scenario, with a significant USD 25 trillion focused on non-OECD nations of the Asia Pacific. Energy Asia 2025
• LDES is primarily an upfront investment with minimal operating costs and, in most cases, no fuel price volatility, whereas gas is a global commodity subject to significant uncertainty, geopolitical risks, and price swings. Clean Energy Group
• Wage growth in the private sector will be closely tied to macroeconomic indicators, including exchange rate stability, commodity prices, and global trade dynamics. 9cv9 Career Blog
• Base metals have been hit by US President Trump's steep tariffs on China, which threaten economic growth and demand for commodities. investing.com
• Supply chain disruptions have been a concern, particularly in the context of fluctuating global commodity prices and pandemic-related logistics issues. https://exactitudeconsultancy.com/
• Investors considering commodity-based stocks must be prepared for significant volatility and keep a close eye on global economic indicators, supply chain disruptions, and technological changes that could impact resource extraction. London Business Mag

Last updated: 24 June 2025