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Three Commodity Themes For 2025

by Roukaya Ibrahim, Chief Strategist  

In this Special Report, we outline the three themes that we believe will drive commodity markets this year: (1) demand growth will remain sluggish across cyclical commodities (2) supply-side developments will ultimately be bearish for oil prices, and (3) traditional relationships between commodity prices and financial variables may not hold. 

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BCAリサーチ | Commodity & Energy Strategy

One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.

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