Commodity price whipsaws, resets, and the road to 2026
- 24 September 2025 – 10.00am BST (London)
- 24 September 2025 – 10.00am HKT (Hong Kong)
- 24 September 2025 – 12.00pm EST (New York)
2025 has been another volatile year for commodities.
In this webinar, we’ll map the key drivers shaping the rest of the year and explore scenarios likely to define commodity markets in 2026. Oil is being pulled between sanctions, tariff truces, and oversupply risk, while copper’s arbitrage collapse suggests a structural shift in industrial metals. Precious metals are outperforming fundamentals, buoyed by inflation concerns and safe haven flows. Natural gas is heating up, with record US LNG exports combining with Europe’s push for non-Russian supply. Meanwhile, robust global harvests and the ongoing trade war is pressuring agriculture prices.
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Speakers