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Commodities Outlook 2025: A bearish horizon
Commodities, Food & Agri
Energy

Commodities Outlook 2025: A bearish horizon


We see large parts of the complex edging lower in 2025, while external risks appear skewed to the downside

Warren Patterson and Ewa Manthey

Commodities, Food & Agri
Energy
Oil market set to be in surplus despite OPEC+ action

Oil market set to be in surplus despite OPEC+ action

The global oil market is set to return to surplus in 2025 despite OPEC+ extending supply cuts

Latest on Energy

Commodities, Food & Agri
Energy
Weaker natural gas assuming no surprises

Weaker natural gas assuming no surprises

The European gas market faces several risks heading into 2025, but our balance suggests prices should trend lower next year
Commodities, Food & Agri
Energy
A sluggish year ahead for carbon demand

A sluggish year ahead for carbon demand

We expect a modest recovery in EUAs next year, but demand risks persist

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