Why Geopolitics Has Overtaken Supply And Demand In Commodity Markets

The models that guided commodity investing for much of the past 30 years were built on assumptions that no longer hold.
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Indonesia tightens state control over exports of vital commodities

JAKARTA, Indonesia (AP) — Indonesia is tightening state control over its globally important natural resources, with new regulations requiring that state-owned enterprises handle exports of key ...
The Hindu

Indonesia tightens control over key commodities in major trade takeover, influencing global exports

Indonesia is overhauling its trade policies for key commodities in a sudden move that some experts liken to a hostile takeover of major industries in the resource-rich nation, with global implications ...
Bloomberg L.P.

Commodities tend to outperform when equities go down

This article was written by Jim Wiederhold, Commodity Indices Product Manager at Bloomberg. Uncertain sentiment to start the year, triggered by Trump trade tariffs, AI boom and the uncertain path of ...