[New] The entire outlook has since been upended by developments in the Middle East, with the effective impassability of the Strait of Hormuz causing significant disruptions to global commodity flows, subsequently causing prices to spike, with Brent crude having recently cleared the $100 bbl mark.
Pepperstone
[New] The Bank of England's Monetary Policy Committee will hold all policy settings steady at the March meeting, amid elevated uncertainty owing to the present geopolitical backdrop, with the subsequent commodity price shock presenting a significant upside inflation risk in the near-term.
Pepperstone
[New] Qatar's announcement to halt sulphur production at its Ras Laffan facility represents a critical juncture in global commodity markets, where geopolitical tensions intersect with concentrated production capacity to create extraordinary supply chain vulnerabilities.
Discovery Alert
[New] Global commodity markets face unprecedented pressure from systematic vulnerabilities embedded within industrial supply chains.
Discovery Alert
[New] We expect resilient global growth, demand for AI-related hardware, and commodity upside to continue supporting EM earnings and equity returns, though geopolitics pose regional risks.
Goldman Sachs Asset Management
[New] The interconnected nature of modern industrial supply chains makes global fertilizer production susceptible to sudden disruptions that cascade through agricultural supply networks worldwide, particularly when considering the broader US-China trade war impact on commodity flows.
Discovery Alert
[New] For the remainder of 2026, the spotlight will stay on the energy grid, the factory floor, and the commodity pits.
FinancialContent
[New] The U.S. strategic minerals stockpile plan represents a paradigm shift in resource security planning that will likely influence global commodity markets for decades.
Discovery Alert
Analysts project high single-digit volume growth for the FMCG sector in 2026, supported by easing inflation, stable commodity prices, and supportive policy environments.
Whalesbook
Bolivia's dependence on natural gas exports, with YPFB as a central actor, further heightens vulnerability to commodity price swings and hard-currency constraints.
UPI
Internationally, Defra continues to progress on the UK Forest Risk Commodity Regulation to provide mandatory due diligence regime for tackling deforestation.
IIGCC
China will continue to drive global commodity demand in 2026, despite its weaker economic growth.
thediplomaticaffairs.com
Rabobank commodity analyst Oran van Dort has cautioned that systemic supply-side issues in Cote d'Ivoire and Ghana will persist, and prices are unlikely to return to historical levels within the next two years.
CNS Media
Trump's policies shift commodity markets supply-demand balance to be regionally segmented rather than globally, creating a heightened volatility risk.
Business Insider
Ultimately, outright commodity price inflation will be needed to fully incentivize U.S. producers to make the really big private investment needed to significantly expand production and output quickly.
McAlvany Financial Group
For ADM, a persistent La Nina is a double-edged sword; while it may drive up commodity prices, the resulting logistical hurdles on the Mississippi River and reduced U.S. export volumes could further squeeze processing margins.
The Chronicle-Journal
The 2025-2030 Dietary Guidelines have renewed questions about protein sources, processed foods, and chronic disease prevention, raising broader issues about whether federal farm subsidies and commodity programs support or undermine national nutrition priorities.
NYC Food Policy Center (Hunter College)
2026 is the year experience is product - if a consumer good does not offer emotional resonance, sensory delight, or lifestyle integration, it risks being seen as just another commodity.
Viva Magazine
In 2026, growth in developing economies is expected to slow to 4% from 4.2% in 2025 before edging up to 4.1% in 2027 as trade tensions ease, commodity prices stabilise, financial conditions improve and investment flows strengthen.
Fibre2Fashion
EU carbon levies, escalating tariffs, and new sanctions have collapsed Russian fertilizer imports by over 80%, threatening European food production and global commodity markets.
CNS Media
Driven by a massive projected oil surplus and cooling industrial demand from China, the aggregate index of commodity prices is expected to fall by 7% in 2026, marking the fourth consecutive year of decline.
Valley City Times-Record
Last updated: 17 March 2026
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