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Drop-In: Commodities news storm – What to make of Tariffs, China, OPEC+ and more

Commodities are trading in a hyperkinetic news cycle, with Donald Trump raising tariffs on US allies, China calibrating a response to ever-harsher punitive trade actions and the US and Russia re-engaging over Ukraine. And that’s even before the latest OPEC+ decision. 

What does all of this mean for the supply-demand outlook? How will prices behave in the face of heightened economic and geopolitical uncertainty? 

Join our Commodities team for this online briefing on Thursday 13th March at 11:00 EDT/15:00 GMT, all about the big stories in commodity markets – and the ones that aren’t getting enough attention. This is an opportunity to get answers to your commodities questions as our panel of economists address key issues, including:

  • Trump’s latest tariff moves and their implications for commodities prices – and what more is coming on the trade front;
  • Signals from China’s National People’s Congress about commodities demand in 2025;
  • Why downside risks to our already-below-consensus oil price forecasts are building.
Start date:

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