LSEG
May 19, 2026
Inside Commodities
Weekly UpdateCommoditiesEquitiesMacro Economic IndicatorsEnergyUtilities
The report highlights extreme volatility in global commodity markets caused by the ongoing US-Israeli war with Iran, focusing on energy shortages, agricultural deficits, and major utility sector consolidation.
Key Takeaways
- 1.The US Treasury has extended a 30-day sanctions waiver on Russian seaborne oil to assist energy-vulnerable nations amid the US-Israeli war with Iran and the closure of the Strait of Hormuz.
- 2.NextEra Energy and Dominion Energy have announced a $66.8 billion merger, creating one of the world's largest electric utilities to meet surging power demand from AI and data centers.
- 3.Global wheat supplies are under significant pressure as Australian farmers scale back planting by up to 20% due to soaring fuel and fertilizer costs linked to the Iran conflict and an El Nino outlook.
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
Dhanya
Securities
NEEDRosneftLukoil
Themes
Geopolitical War ImpactsEnergy Infrastructure & AIGlobal Food InsecurityIndustrial Input Inflation
Regions
North AmericaAsia PacificEuropeUnited StatesRussiaIndia