London Stock Exchange Group
June 8, 2026
Inside Commodities
Weekly UpdateCommoditiesRates CreditEnergyMaterials
This report covers commodity market developments amid the U.S.-Iran conflict, including oil output adjustments, U.S.-Mexico beef supply chain disruptions, and the resurgence of lithium prices.
Key Takeaways
- 1.OPEC+ continues to hike output quotas despite the ongoing disruption of the Strait of Hormuz by the U.S.-Iran conflict.
- 2.The U.S. beef industry faces supply contractions following a border closure with Mexico to contain screwworm.
- 3.Lithium prices have rebounded significantly since the start of 2026 due to the suspension of CATL's Jianxiawo mine.
Table of Contents
- Top News - Oil
- Top News - Agriculture
- Top News - Metals
- Top News - Carbon & Power
- Top News - DRY FREIGHT
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Authors
Ron BoussoAndy HomeMaguire
Securities
CME Lithium HydroxideBrent Crude
Themes
Supply Chain DisruptionEnergy Transition PolicyGeopolitical Commodity Impact
Regions
GlobalMiddle EastAsia PacificUnited StatesChinaMexico