Commodities Overview Chart Pack Commodities Overview Chart Pack (Sep. 2023) Prices will remain buffeted by weak global economic growth and a strong dollar, at a time of mounting supply risks and some policy stimulus in China. These conflicting pressures suggest that prices... 8th September 2023 · 1 min read
Commodities Update El Niño unlikely to fire up the price of all staples El Niño is coming but the picture is more nuanced than one of doom and gloom for global production of all crop types. For corn, soybeans, wheat and rice, larger harvests in some regions can outweigh... 14th July 2023 · 4 mins read
Event Drop-In: El Niño – Gauging the risks to economies and markets 1689775200 The World Meteorological Organisation has announced a 90% probability of an El Niño event in the second half of the year, threatening more extreme climate events.
Commodities Weekly Wrap US crude exports rise; China’s demand to drive prices There wasn’t a consistent direction to commodity prices this week. Natural gas prices in Europe and Asia rose, indicating stronger competition for LNG cargos. Meanwhile, most industrial metals prices... 30th June 2023 · 4 mins read
Commodities Update El Niño puts your mochaccino at risk If the weather forecasters are right, El Niño conditions have arrived in the Pacific and are set to build over the next few months. The negative impact on agricultural production will depend upon the... 23rd June 2023 · 4 mins read
Commodities Weekly Wrap Data and debt ceiling to move prices next week Commodity prices generally fell this week, as investors’ expectations for the Federal Reserve’s policy rate rose on concern about the persistence of high inflation. The dollar also strengthened... 26th May 2023 · 6 mins read
Commodities Weekly Wrap US data the key driver of prices next week Dealmaking was a major driver of commodity prices this week. The 11th hour extension of the Black Sea Grain Initiative alleviated fears of Ukraine’s grain exports being cut off from world markets... 19th May 2023 · 6 mins read
Commodities Overview Chart Pack Demand concerns a lingering headwind for prices Most commodity prices have moved lower over the past month as concerns about demand have intensified and risk appetite has soured. We think prices will continue to struggle over the next few months as... 16th May 2023 · 13 mins read
Commodities Outlook The energy crisis is over, but prices to stay elevated We expect most commodity prices to drift lower in the near term as advanced economies enter mild recessions and financial market risk aversion persists. A stronger US dollar will also weigh on prices... 31st March 2023 · 41 mins read
Commodities Outlook The global recession isn’t done with commodities yet Tight financial conditions and China’s biggest COVID outbreak yet mean global economic growth will slow further in the first quarter of next year, dragging most commodity prices lower. The slowdown... 16th December 2022 · 2 mins read
Commodities Weekly Wrap Downside pressure on commodity prices mounting There have been a few developments this week that have exacerbated downside risks to our current commodity price forecasts. First, new COVID-19 cases continued to surge to record highs in China... 25th November 2022 · 7 mins read
