[New] An optimistic scenario envisions mining exports reaching $10+ billion by 2030, driven by continued commodity price strength and successful expansion of existing operations.
Discovery Alert
[New] If the U.S. CLARITY Act passes, it will clearly define Bitcoin as a digital commodity under CFTC oversight, providing certainty for large-scale institutional capital inflows.
ODaily
[New] China's weaponization of silver exports mirrors previous restrictions on rare earth elements, signaling a new era of resource nationalism that could keep commodity prices volatile for years to come.
Valley City Times-Record
[New] Global seaborne trade is projected to grow, especially for commodity trades where diversification and re-routing are driving up shipping demand.
MPA
[New] The risk profile for 2026 points to continued downside pressures, driven by subdued global commodity prices and recent low inflation readings.
philstar.com
[New] 2026 global markets face rising geopolitical risks from U.S. America First policies and China's tech self-reliance, disrupting commodity dynamics and trade routes.
Ainvest
[New] Import dependency creates exposure to global commodity price volatility, geopolitical supply disruptions, and transportation cost fluctuations that affect domestic energy costs.
Discovery Alert
[New] The most significant risks for Exxon Mobil remain commodity price volatility and regulatory changes, both highly probable and impactful.
Artificall
[New] As US retailers like Whole Foods and Costco tighten their procurement standards for 2026, Chilean producers are at severe risk of being de-tiered into a discount commodity class, permanently severing them from the premium price spreads enjoyed by North Atlantic producers.
GlobeNewswire
The Supreme Court's ongoing review of the Trump administration's application of IEEPA tariffs will have broad implications for commodity markets, especially gold.
World Gold Council
Some analysts predict persistent overall commodity price headwinds to drive prices slightly lower in the early part of 2026, while others say combined recycled commodity prices could stay somewhat flat.
Waste Dive
Commodity prices are expected to fall in 2026, especially for oil and agricultural products, and a likely increase in mining prices probably will not fully offset that.
Yahoo Finance Canada
Australia & Canada: Both commodity-heavy markets lagged slightly behind the tech-driven rallies in the US, as oil prices softened due to projected surpluses for early 2026.
Day Hagan Asset Management
Last updated: 20 January 2026
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