Commodity prices surge: where are the risks in terms of inflation and supply?
Topic: Commodity prices have risen sharply in the first half of this year. How quickly can supply react and how serious is the threat of higher inflation?
We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas:
- EMEA – Friday 18th June | 10:00 BST
- Americas – Friday 18th June | 16:00 EDT
- APAC – Friday 18th June | 10:00 HKT
|
|
Dan Smith | Director of Commodity Services Dan Smith is currently Director of Commodity Services at Oxford Economics. He heads up a team responsible for industry and price forecasts across extraction, metals and mining. He leads the company’s work on energy market supply-demand analysis, including crude oil, natural gas and coal, and writes the energy sections for the monthly Commodity Price Forecast report. |
|
|
Stephen Hare | Economist Stephen is part of the Industry team where he is responsible for the extraction sector forecasts and contributes to the monthly commodity price forecasts for iron and steel. Stephen joined us in January 2018 after completing his MSc in finance and econometrics at Queen Marys University of London. |
|
|
Kiran Ahmed | Lead Economists Kiran joined Oxford Economics as an Economist in August 2007. She works on the Industry and Global Macroeconomic Services as well as on consultancy work. Her work for the Industry Service primarily involves the basic metals and engineering sectors, and for the Global Macroeconomic Service includes forecasts for commodity prices and the several East Asian economies. |
Related Services
Event
What 2025 and a second Trump presidency holds for Latin America
Growth dynamics next year will differ across Latin America's six largest economies – Argentina, Brazil, Chile, Colombia, Mexico, and Peru – but most economies will experience an acceleration in growth. However, this contrasts with a consumer outlook which is losing steam, and instead we see investment and trade as driving higher growth in 2025. This will come with support from US and domestic monetary policy easing, as inflation will broadly be at target. We will explore the stories affecting individual economies, such as the risk of judicial reform in Mexico to investment and the impact of President Milei’s radical reforms in Argentina. November will bring the US presidential election, and we will examine the impacts on Latin America of a new trade war under a second Trump presidency.
Find Out More
Event
Commodity outlook: How much further will prices fall?
Commodity prices have plunged in recent weeks, and investment banks are slashing their forecasts for next year. Demand has been weaker than investors anticipated, especially in China, albeit broadly in line with our own more bearish expectations. Strong supply from commodities such as wheat, copper, and crude oil has also weighed heavily on prices and contributed to inventory build. Gold has been an exception, with central banks driving its price higher and making it a bright spot for the complex. In this webinar, we explore the key themes facing commodity markets in 2025 and discuss the outlook for supply, demand, and prices.
Find Out More