Prepare for a bumpy year in coffee, oil and other commodities
DeeperDive is a beta AI feature. Refer to full articles for the facts.
BEFORE it is too late, order your espresso. It will be more expensive in 2025, and anyone trading – or observing – energy and commodity markets into the new year will need caffeine to survive.
First, a bit of honesty – 2025 looks awfully foggy. The supply-and-demand balance of key commodities can swing from hugely oversupplied to massively in deficit, depending on unpredictable politics. My crystal ball is about as good as anyone else’s about what Donald Trump, Xi Jinping, Vladimir Putin, Benjamin Netanyahu and several others will do.
More than ever, predicting commodity prices in the new year is about forecasting political choices. Still, we can anticipate a few themes – and few bits of commodity trivia I will be watching through the new year:
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