Category: Industry Insights

Europe’s commodity sector stands at the threshold of a new and complex era, shaped by a potent mix of geopolitical realignment, rising defense budgets, and shifting monetary policy. Defense spending across the continent is reaching levels not seen since the Cold War, while the European Central Bank (ECB) adopts a cautious easing path, balancing inflation…

The Future of Tariffs: A New Era of Trade Policy and Economic Strategy As the global economy navigates an increasingly protectionist landscape, tariffs have once again taken center stage in shaping trade flows, investment decisions, and market sentiment. The latest wave of tariff announcements—driven by the U.S. administration’s aggressive stance—has accelerated what many see as…

Introduction As we progress through 2025, the global landscape presents a series of challenges that significantly impact the commodity market. Ian Bremmer, president of Eurasia Group, has identified the top 10 global risks that demand our attention. Understanding these risks is crucial for stakeholders in the commodities sector to navigate the complexities of the current…