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Drop-In: 2025 Commodities Outlook – Weak fundamentals vs geopolitical risk

Brace for a tumultuous year in commodities markets as pressure from supply-demand dynamics is balanced by an increasingly volatile geopolitical picture. To help investors make sense of which of these forces will have greater bearing on prices, our Commodities team is holding this special briefing to answer your questions and explain our forecasts.

From oil to gas to metals, the team will be taking around 20-minutes as they tackle the stories getting the market’s attention – and the ones that we think investors should be paying attention to as the new year unfolds. Key issues to be addressed include:

  • How US sanctions and geopolitics will shape the global oil market in 2025
  • What the pick-up in activity in China means for industrial metals
  • Assessing the risks for European gas prices.
Start date:

Please note you must be logged in to register for this Drop-In. If you do not have a subscription but would like to attend, please contact events@capitaleconomics.com