Beyond the Surface: Commodity Crossroads - Unpacking the 2026 Outlook

Featured in this podcast is Natasha Kaneva. Join us as we explore the dynamic world of commodities with Natasha Kanvea, Head of Commodities Strategy at JPMorgan. In this episode of “Beyond the Surface” podcast series, Natasha shares her expert insights and outlook on gold, oil, metals, and agri commodities for 2026 and 2027.

This podcast was recorded on Dec 17, 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5143468-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.