Commodity prices have rallied far beyond what fundamental supply-demand dynamics support. Traditional explanations of geopolitical risk, USD weakness, inflation concerns, and excess liquidity do not fully account for the current volatility. The missing piece is China as an investor. A new dimension of commodity financialization has emerged, where domestic cash-rich investors are increasingly influential in setting global prices. This webinar explores how China-originated investment flows are contributing to a decoupling between commodity prices and fundamentals, by reshaping global market dynamics in ways we have not seen before.
- Why are commodity prices rallying beyond the fundamentals?
- How is China becoming a new financialization multi-pole for global commodities?
- What should investors and traders expect in 2026?
