Meeting

The Year Ahead in Commodity Markets

Wednesday, January 21, 2026
Angelika Warmuth/Reuters
Speakers

Chief Strategist, Commodity & Energy, BCA Research

Managing Director, Global Oil and Commodities Research, JP Morgan Chase & Co.

Associate Dean, Center for NYU Global Affairs and Founding Director, Energy, Climate and Sustainability Lab, New York University; CFR Member 

Presider

Senior Fellow, Council on Foreign Relations

Panelists discuss the outlook for key commodity markets, examining the factors driving energy, industrial, and precious metals prices, and exploring the implications for the global economy and broader financial markets.

Top Stories on CFR

 

Iran

CFR President Michael Froman analyzes the Trump administrations approach to Iran.

United States

Trump returned to office propelled by a seemingly isolationist promise, but the U.S. capture of Maduro illustrates the White House’s growing fondness for military intervention—revealing a striking strategic incoherence.