2025 at half-time: Trump Tariffs, CBAM, US Exceptionalism and our review of the top trends we predicted in the beginning of the year.
At the mid-point of 2025, we take a look back at the dramatic developments in global policy we've seen, how that compares to our predictions at the start of the year, and what this means for commodities.
Trump Tariffs, CBAM, global policies and their impact on commodities will mean continued volatility in trade flows and prices, making the underlying state of supply and demand harder to gauge. In this difficult environment, join us to help filter out the noise and get to the signal of what is really going on and what it means for commodities.
