OPEC+ on pause. Gold off the boil. Copper at record highs. Cocoa and sugar prices slumping. Recent narratives in commodity markets are being tested amid shifting geopolitics and changing supply-demand dynamics. But are these narratives really changing – and what does that mean for prices?
Our Commodities team hosted an online briefing on what’s driving markets and where prices are headed through the rest of this year and into 2026.
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