London Stock Exchange Group (LSEG)
July 1, 2026
Inside Commodities
Weekly UpdateCommoditiesEquitiesRates CreditEnergyIndustrials
This report covers significant shifts in global commodity markets, including the decline of Brent crude benchmarks, cooling oil price forecasts, and European protectionist measures for the steel industry. It also highlights major M&A activity in the metals sector and emerging demand dynamics in the battery and LNG markets.
Key Takeaways
- 1.North Sea Brent crude oil has reached a milestone with no cargoes scheduled for August loading due to declining production.
- 2.Analysts lowered 2026 oil price forecasts as the reopening of the Strait of Hormuz reduced geopolitical risk premiums.
- 3.The EU introduced new steel import quotas, cutting tariff-free imports by 47% to protect local producers from global overcapacity.
Table of Contents
- Top News - Oil
- Top News - Agriculture
- Top News - Metals
- Top News - Carbon & Power
- Top News - Dry Freight
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Dhanya
Securities
South32AA
Themes
Commodity Supply NormalizationCorporate Portfolio RestructuringEnergy SecurityGreen Policy Hurdles
Regions
GlobalEuropeAsia PacificUnited StatesChinaUkraine