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


  • [New] 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
  • [New] Volatility in Commodity prices, slower-than-expected LNG project execution, or shifts in US trade policy could complicate value creation. Kalkine
  • [New] 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
  • [New] 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
  • [New] The global commodity cycle will define the price range and profitability for Argentina's key exports over the medium term. Ainvest
  • [New] Sustainability risks include global commodity price swings, stalled disinflation, and political resistance to labour reforms needed for inclusive growth. Ainvest
  • [New] Regional oil importers like Egypt and Jordan will feel the impact from surging commodity prices. Nasser Saidi & Associates
  • [New] Global growth could fall to 2.5% in 2026, with low-income and developing economies hit the hardest by soaring commodity and energy prices. Al Jazeera
  • Decisions by President Trump and Iranian leadership on escalation or de-escalation will directly affect both the Hormuz blockade and the commodity disruptions flowing from it. Crypto Briefing
  • Improved trade through the Iran-Central Asia corridor could ease supply constraints over time, but restricted operations at the Afghan border continue to hinder smooth commodity flows, causing periodic price distortions. The Tribune
  • If the Middle East conflict lasts for a longer period, it said higher commodity prices and freight costs, as well as supply chain disruptions would spike inflation and interest rates. philstar.com
  • Global supply chain vulnerabilities have intensified focus on strategic commodity reserves across advanced economies. Discovery Alert
  • Physical shortages threaten to stall production at Asia's factories, while the spike in commodity costs has already triggered higher transport, logistics and food prices in some places. ST
  • Botswana's economic structure demonstrates extreme concentration in diamond exports, creating systemic vulnerabilities that extend far beyond typical commodity price fluctuations. Discovery Alert
  • Botswana's diamond-dependent economy demonstrates how resource concentration vulnerabilities drive strategic diversification when commodity markets collapse. Discovery Alert
  • Concurrently, geopolitical disruptions have continued to expose vulnerabilities in global energy supply chains, reinforcing incentives for onshoring, reshoring, and diversifying access to critical energy and commodity supplies. Schwab Brokerage
  • With copper near $13,000 per metric ton and demand set to nearly double by 2035, the investment case does not depend on forecasting a commodity cycle turn. The Rio Times
  • Beef prices are expected to remain elevated for the foreseeable future, with some chains forecasting commodity inflation of 7% for 2026. Home - Florida Food Handler Certificates
  • Global agriculture is highly exposed to the waterway blockage, risking higher commodity prices and food inflation. Al Jazeera
  • Energy commodity prices are now projected to rise 19% in 2026, with oil prices expected to increase 21.4%. forbesindia
  • Hong Kong is rolling out a new tax break for commodity traders as it seeks to strengthen its position as a regional trading hub and revive shipping activity amid global supply chain disruptions. CNBC

Last updated: 05 May 2026



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