Abrdn BBG All Commodity Strategy K-1 Free ETF

Peraso

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

Decent

Edesa Biotech

Cre8 Enterprise - CL

AN2 Therapeutics

Day One Biopharmaceuticals

Epsium Enterprise

Silynxcom

Aptera Motors - B

Brent Crude Tops $90 a Barrel -- Commodities Roundup

marketscreener

SPDR O&G Ex & Prd

ISHRS S&P Gsci Cmdty

iShares US Oil & Gas Expl & Prod

ISHRS S&P Glb Engy

SPDR Energy Select

VanEck Oil Services ETF

United States Oil Fund LP

Brent Crude Tops $90 a Barrel -- Commodities Roundup

SLVP

COPJ

CPER

PDBC

ICOP

WEAT

Commodity markets are experiencing a structural reshaping due to geopolitical forces, energy transition, and technological advancements. McKinsey's analysis indicates a shift from long commodity supercycles to shorter volatility waves, with global commodity-trading EBIT declining slightly to $69 billion in 2025. Geopolitics is reshaping trade relationships, while the energy transition creates uneven demand patterns. Technological advancements, particularly AI, are enhancing trading efficiency. The competition is intensifying as new players enter the market, and traditional capital must adapt to the evolving landscape.

benzinga_article

iShares MSCI Global Silver Miners

Sprott Junior Copper Miners ETF

Invesco DB Commodity Index Tracking Fund

Sprott Copper Miners ETF

United States Copper Index

Invesco Optimum Yield Div Comm Strategy K-1

Invesco DB TR Base Metals ETF

Pro Ultr Silver

Direxion Auspice Broad COM

Sprott PHYs Silver

iShares Copper and Metals Mining ETF

iShares Silver Tr

Global X Copper Miners

Global X Silver Miner

Sprott Active Gold & Silver Miners ETF

Abrdn Silver ETF Trust

Sprott Silver Mnrs & Physical Silver ETF

Harbor Commodity All Weather Strategy ETF

Teucrium Wheat

Three Factors Shortening Commodity Cycles, Study

TECK

SILV

600362

During the U.S. stock market session, the Philadelphia Gold and Silver Index fell by 0.24%, closing at 469.27 points; the NYSE ARCA Gold Miners Index rose by 0.25%, reaching a record high of 3307.75 points; the Materials Index increased by 0.64%, and the Metals and Mining Index rose by 1.56%

Wallstreetcn

Teck Resources B

Freeport Mcmoran

Silvercrest Metals

JCCL

Newmont

Hudbay Minerals

Alcoa

Abrdn Platinum ETF Trust

SPDR Gold Shares

SPDR S&P Mtls & Mng

Pro Ultr GLD

VanEck Gold Miners ETF

iShares MSCI Global Gold Miners

Sprott GLD Miners Etf

ISHRS MSCI Glb Slct Met & Mining

YieldMax Gold Miners Opt Inc Strgy ETF

Abrdn Gold ETF Trust

Us Gbl GLD & Met

USCI

Mini parabolaBCOM is pushing to fresh recent highs, with the chart starting to take on a mini-parabolic shape. The 50-day moving average has held perfectly so far, although price action has begun to decouple from it lately.

ZeroHedge

Us Cmmdty

Abrdn BBG All Commodity Longer Dated Strategy K-1 Free ETF

Invesco DB Agriculture FD ETF

GraniteShares BBG Commodity Broad Stra no K-1

Either Commodities Are Wrong — Or Inflation Is About To Matter Again

SCCO

Marko Papic, chief strategist at BCA Research, suggests that the ongoing conflict in the Middle East will accelerate the market's shift away from U.S. tech stocks towards energy and industrial sectors. He emphasizes the importance of monitoring the dollar's performance, industrial metals like copper, and overall risk sentiment. Papic believes that portfolios should focus on industrials, materials, and energy stocks, while advising against further investments in tech. He also highlights potential disruptions in shipping due to Iranian drone capabilities, which could impact the duration of the conflict.

Dow Jones

ERO Copper

Southern Copper

China Universal CSI Oil & Gas Resources ETF

iShares US Oil Equip & Svcs

iShares US Basic Materials

Alerian MLP

VG Energy

Bosera CSI Oil & Gas Resources Index ETF

E Fund CSI Petrochemical Industry ETF

ProShares Ultra Energy

VanEck Oil Refiners ETF

SPDR O&G Equip

GLOBAL X MLP & Energy Infra

E Fund CSI New Energy ETF

iShares S&P Global Clean Energy

iShares US Industrials

Conflict in the Middle East won't stop market's rotation away from U.S. tech stocks but accelerate it, says BCA strategist

CORN

SOYB

Funds buy commodities amid tensions while cattle rally stalls

Barchart Option

Teucrium Corn Fd

First Trust Indxx Global Agri

Teucrium Soybean

VanEck Agribusiness ETF

iShares MSCI Agriculture Producers ETF

Funds buy commodities amid tensions while cattle rally stalls

The iShares S&P GSCI Commodity-Indexed Trust has released its 2025 10-K report, detailing its financial performance and operational strategies. Key highlights include a net investment income of $34.25 million and a net increase in net assets resulting from operations of $56.97 million. The Trust aims to track the S&P GSCI Total Return Index and has transitioned to a direct holding structure for efficiency. It faces market risks due to commodity price volatility and operational risks related to liquidity in futures trading. The Trust does not foresee further liquidity needs but acknowledges potential market challenges.

TradingView

Us Natural Gas

iShares S&P GSCI Commodity-Indexed Trust SEC 10-K Report

DELL

Crude oil prices are rising ahead of the upcoming OPEC+ meeting and US-Iran discussions. The People's Bank of China (PBoC) has announced a reduction in the FX Risk Reserve Ratio for forward FX sales to 0% to support corporate exchange rate risk management. European equities are generally up, led by telecommunications, while US equity futures are down following a tech-led selloff. Key upcoming economic indicators include German CPI and US PPI data. Dell Technologies reported strong earnings and increased its dividend and share repurchase authorization, with shares up 10.7% pre-market.

Dell Tech

Crude extending ahead of OPEC+ and another round of nuclear talks next week; DXY steady going into US PPI - Newsquawk US Market Open

Commodities vs ratesThe latest divergence between BCOM and the US 10-year yield is widening to notable short term extremes.

Agnico Eagle Mines

Inflation Is "Gone"… Until You Look At Commodities

UBS (IRL) CMCI Composite SF ETF reported a net asset value (NAV) per share of £155.9471 as of February 24, 2026. The fund, listed under UBS ETFs plc, has a total of 72,354 shares in issue. This information is provided by RNS, the news service of the London Stock Exchange, which is approved by the Financial Conduct Authority.

London Stock Exchange

BHP Group Plc

BCI Minerals Ltd

Rio Tinto Limited

Rio Tinto plc

REG - UBS IRL CMCI Com£ - Net Asset Value(s)

CENX

The prices of base metals have risen, with London tin up over 4%, London nickel up nearly 4%, and London copper up over 2%. The Trump administration will set reference prices for germanium, gallium, antimony, and tungsten for the first time, using an artificial intelligence model created by the Department of Defense to set prices for global trade. The market carries risks, and investment should be approached with caution

- On the 24th, prices of base metals surged, with tin rising over 4%, nickel almost 4%, and copper more than 2%.  
- Reports indicate that the Trump administration will use an AI model created by the U.S. Department of Defense to establish reference prices for key minerals in global trade groups.  
- This marks the first time reference prices for germanium, gallium, antimony, and tungsten will be set.

Century Aluminum

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

GTJA Allianz SSE Bulk Commodity ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

Base metal prices rise, reports indicate that the Trump administration will set reference prices for germanium, gallium, antimony, and tungsten for the first time

The CRB Commodity Index fell by 0.9 points or 0.3%, closing at 310.1

AASTOCKS

WisdomTree Wheat

Lyxor Commodities Refinitiv/CoreCommodity CRB EX-Energy TR UCITS ETF -Acc- Capitalisation

WisdomTree Corn

WisdomTree Soybeans

The CRB Commodity Index fell by 0.3%

Two new commodities hedge funds are targeting a combined $1.4 billion in assets following the closure of their previous fund by Millennium Management last year. Bloomberg posted on X, highlighting the founders' efforts to secure substantial investments for their new ventures. The move comes as they seek to capitalize on opportunities in the commodities market, despite the setback from their earlier fund's termination. The founders are optimistic about attracting investors and achieving their fundraising goals.

CoinLive

New Hedge Funds Aim to Raise $1.4 Billion After Previous Fund Closure

159562

600547

Commerce is becoming fragmented, and prices on the basic building blocks of the economy are more volatile.

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

SD-GOLD

Mtalco

Kinross Gold

NANSHAN ALUMINIUM

Gold.com

ZHONGJIN GOLD

ChinaAMC Gold ETF

Huafon Aluminium

Invesco Great Wall CNI Oil&Gas ETF

Zijin Mining

CHALCO

Global markets no more: Trade barriers mess with commodities from metals to oil

The CRB Commodity Index rose by 1.92 points or 0.6%, closing at 311.02 points

The CRB Commodity Index rose by 0.6%

Abrdn BBG All Commodity Strategy K-1 Free ETF(BCI.US)

Brent Crude Tops $90 a Barrel -- Commodities Roundup

Three Factors Shortening Commodity Cycles, Study

During the U.S. stock market session, the Philadelphia Gold and Silver Index fell by 0.24%, closing at 469.27 points; the NYSE ARCA Gold Miners Index rose by 0.25%, reaching a record high of 3307.75 points; the Materials Index increased by 0.64%, and the Metals and Mining Index rose by 1.56%

Either Commodities Are Wrong — Or Inflation Is About To Matter Again

Conflict in the Middle East won't stop market's rotation away from U.S. tech stocks but accelerate it, says BCA strategist