Supply chains spotlight

How supply chain disruptions and changing trade flows are impacting commodity markets

The complexities and opacity of global supply chains impact all commodity markets. The drive towards a low-carbon, sustainable future is giving rise to a new generation of markets with vastly different supply chains that pose new challenges and opportunities for all market participants.

We’ve seen not only how labor shortages due to the Covid-19 pandemic have affected the global production and distribution of metals and mining as well as forest products, but also how Russia’s war on Ukraine has vastly altered the movement of grains and oilseeds.

For new generation energy markets, recent policy changes and new regulations on the nearshoring of battery materials are adding a new layer of complexity to this supply chain.

If you’re interested in talking to us about how our insights and intelligence can help you create supply chain efficiency and transparency, get in contact today.

Read the latest news and analysis on supply chain issues

As supply crisis hits major automakers following geopolitical tensions in Eastern Europe, demand for leather may be negatively affected

Tianjin’s mass Covid-19 testing hammers commodity port ops, transport

No breathing room, supply chain strains overwhelm box makers with buyer orders

Work is under way in Fredrikstad, Norway, to build a plant that will be key to electric vehicle (EV) transportation in Europe.

With long steel prices in Europe reaching historically high levels, construction activity is slowing in some regions due to reduced supplies and delays, with some market sources fearing a decline in industrial activity long term.

Rebounding demand from China and surging demand from North America and Europe is creating an increasingly volatile market for oilseeds and pushing food prices up. In that volatile environment, where are the opportunities and how do you manage risk in an increasingly uncertain landscape?

Understand the price data behind the stories
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