Risk on the rise: how conflict, tariffs and deficits are moving commodities | The Commodity Exchange

From Middle East tensions to the looming return of trade wars, commodities are once again in the spotlight. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Nitesh Shah break down the complex drivers shaping global markets—from oil’s reaction to geopolitical flare-ups, to gold’s resilience in the face of uncertainty, and the surprising strength in platinum, silver, and copper. They explore the key risks investors should watch, including the Strait of Hormuz, OPEC’s shifting strategy, and potential tariffs on copper that are already warping global pricing dynamics.

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Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

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Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub