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Global Commodities: It costs a lot
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The situation in the Strait of Hormuz is not exclusively affecting the energy side of commodity markets. Namely, agricultural commodities are becoming a point of convergence for high freight rates, fuel costs and disrupted logistics. Today, we run you through these cost effects, as well as update you on our base metals outlook in the run up to LME Week Speakers: Greg Shearer, Head of Base and Precious Metals Research Tracey Allen, Head of Agricultural Commodities This podcast was recorded on October 16, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5484291-0, and…