Summary
As we move into the second half of 2026, one theme continues to dominate markets: uncertainty.
In this month's Cross Commodity Report, Managing Director Henry Walsh shares his perspective on the key macroeconomic, geopolitical and commodity market themes shaping the months ahead.
From escalating geopolitical tensions and a strengthening US dollar to emerging weather risks and tightening agricultural balances, Henry explores the forces likely to drive volatility and opportunity across global commodity markets.
The report covers:
Geopolitical risk and energy markets
The impact of the US dollar on commodity flows
El Niño risks heading into 2027
Agricultural supply and stock trends
Key FX developments in Australia and Brazil
Read the full report to hear Henry's outlook on the opportunities and risks likely to shape commodity markets through the remainder of 2026.
