Articles & Analysis
Why Commodity Prices Are Set to Rise 16% in 2026
The first annual commodity price increase since 2022, explained: the energy shock, record metals and what changed since October.
JULY 11, 2026Gold Above $4,100: How We Got Here and Where Banks See It Going
Gold printed record highs in Q1 2026 and consensus forecasts cluster at $4,500–4,700. The drivers behind the historic run.
JULY 11, 2026Copper's Record Run: Why Supply Stays Tight Through 2027
Copper trades in record territory around $6/lb. Depleted pipelines, low inventories and electrification demand explain why.
JULY 11, 2026Iron Ore Below 2019 Levels: The Simandou Effect
While other metals set records, iron ore is falling as Guinea's giant Simandou mine ramps up. What it means for steel.
JULY 11, 2026Stainless Steel's Quiet Turn: Reading the Q1 2026 Recovery
North American stainless recovered 3.9% in Q1 2026 after a 10.8% slide across 2025. Why the bottom may be in.
JULY 11, 2026Brent's Whiplash Year: The June Crash and the Hormuz Premium
Brent fell 20.6% in June then rebounded on Strait of Hormuz risk. Inside the most volatile oil market since 2022.
JULY 11, 2026US Natural Gas Holds Firm — But an LNG Wave Is Coming
Henry Hub gained 7.3% in June and averages ~$3.60 in 2026 forecasts, while LNG futures point 30% lower by 2027.
JULY 11, 2026The Great Beverage Unwind: Coffee and Cocoa Come Back to Earth
Arabica is down ~14% in 2026 on a record Brazil crop, and cocoa's supply crunch is unwinding. Where soft commodities go next.
JULY 11, 2026Grains Are Stable, But Oil Is Rewriting the Food Market
Wheat, corn and soybeans sit at unremarkable levels — yet high crude prices are pulling biofuel crops upward. The 2026 food outlook.
JULY 11, 2026Procurement in a 16%-Up Year: Five Moves That Outperform
Concrete contract structures and sourcing tactics for buying commodities through the 2026 volatility regime.
JULY 11, 2026The End of the Supercycle Playbook: What Shorter Commodity Cycles Mean
McKinsey research finds volatility cycles turning shorter and sharper. Why trading and buying strategies built for supercycles now fail.
JULY 11, 2026Why Carmakers Are Buying Into Mines: Deloitte's 2026 Mining Signals
Deloitte's 2026 outlook shows OEMs securing tier-2 and tier-3 metal supply via equity and long-term contracts. The new sourcing map.
JULY 11, 2026How to Read the ScInfoLabs Live Dashboard (and Its Limits)
What LIVE and INDICATIVE badges mean, where our data comes from, and how to use second-by-second prices responsibly.