Tariffs, CBAM and the forces shaping the year
At the mid-point of 2025, we take a look back at the dramatic developments in global policy we've seen, how that compares to our predictions at the start of the year, and what this means for commodities.
Trump Tariffs, CBAM, global policies and their impact on commodities will mean continued volatility in trade flows and prices, making the underlying state of supply and demand harder to gauge. In this difficult environment, join us as we help you filter out the noise and get to the signal of what is really going on and what it means for commodities.
