View all WisdomTree insights in the Commodities category.
The expected US-Iran MoU has shifted oil market focus from supply disruption to supply recovery. While reopening the Strait of Hormuz could restore oil flows, uncertainties remain around security, insurance and sanctions relief. Iranian production recovery and the UAE's exit from OPEC could boost supply, while weak Asian demand raises the risk of a significant oil surplus emerging in 2027.
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Global oil inventories are falling at a record pace as the Strait of Hormuz disruption removes around 13 million barrels per day of supply. While headline inventories remain high, usable stocks are being depleted rapidly. As inventories approach operational limits, the market's ability to absorb further shocks diminishes, increasing the risk of a sharp spike in oil prices.
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Silver’s outlook ultimately hinges less on its own fundamentals and more on its relationship with gold. While softer industrial and jewellery demand and moderate investment flows may act as near-term headwinds, these are unlikely to outweigh the influence of a supportive macro backdrop for precious metals. With the market still in deficit and structural demand drivers intact, silver remains well positioned to participate in further upside, albeit with continued volatility.
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Cotton has surged to two-year highs, driven by a structural shift from surplus to deficit, Iran-war-related polyester cost pressures, and a surge in speculative positioning. With global output falling ~4%, Chinese supply down 10%, and El Niño risk rising, the supply-demand balance is tightening materially.
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Related Products WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF - USD Acc, WisdomTree Strategic Metals UCITS ETF - USD Acc Find out more Strategic metals beyond the energy transition...
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Silver surged to a record $53.89/oz in October 2025, supported by strong fundamentals rather than speculation. With gold forecast to reach $4,530/oz by Q3 2026, silver could climb to $62/oz, driven by tight supply and resilient industrial demand. Physical market shortages and policy uncertainty add further momentum to the rally.
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In the latest episode of our podcast The Next Big Thing, Chris Gannatti and I spoke with Andre Liebenberg, CEO of Yellow Cake Plc. We discussed how nuclear can deliver clean, reliable power as energy demand surges from data centres and artificial intelligence (AI), and how Yellow Cake offers investors direct exposure to uranium, the fuel at the heart of this nuclear renaissance.
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Commodities have proven resilient in 2025, with gold consolidating as a safe haven amid deficits, dollar weakness, and geopolitical risks. Industrial metals face tariff-driven distortions but remain vital for energy transition, AI, and defence. Oil stays volatile but capped, while a softening dollar adds broad support. Scarcity, security, and strategy define the outlook.
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