Voir toutes les analyses WisdomTree dans la catégorie Matières premières.
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.
Lire l’article
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.
Lire l’article
The Trump–Xi Beijing summit delivered managed stability, not structural change. Technology, critical minerals and Taiwan remain unresolved. For investors, two themes stand out: Western supply chain diversification in strategic metals and rare earths, and durable agricultural commodity exposure driven by food security and climate risk, not diplomacy.
Lire l’article
Agricultural commodities are re-rating in 2026 as two converging supply shocks — the Iran war's disruption to fertilizer flows through the Strait of Hormuz and a developing El Niño, compress production across grains, oilseeds, and softs simultaneously. 
Lire l’article
Q1 2026 was a live stress test for commodity investors: Venezuela, natural gas volatility, a violent precious-metals reversal and the Iran war all hit at once. In that backdrop, the WisdomTree Enhanced Commodity UCITS ETF (WCOA) outperformed the Bloomberg Commodity Index (BCOM) by leaning into strong commodity signals, especially in energy, while preserving broad commodity beta.
Lire l’article
Les perspectives de l’argent dépendent moins de ses fondamentaux propres que de sa relation avec l’or. Si la faiblesse de la demande industrielle et joaillière ainsi que des flux d’investissement modérés peuvent constituer des vents contraires à court terme, ces facteurs ne devraient pas l’emporter sur un contexte macroéconomique favorable aux métaux précieux. Le marché restant en déficit et les moteurs structurels de la demande demeurant intacts, l’argent reste bien positionné pour bénéficier d’un potentiel de hausse supplémentaire, malgré une volatilité persistante.
Lire l’article
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.
Lire l’article
Governments are taking a more active role in critical minerals, moving beyond regulation into financing, pricing support and supply-chain building. Rare earths provide the clearest example, but the shift is spreading more broadly across strategic materials. This blog explores how the U.S., Japan and Europe are reshaping the sector, why the benefits extend beyond mining, and what this means for investors looking at the critical minerals value chain.
Lire l’article
How should investors position portfolios as market leadership broadens? Here are WisdomTree’s six highest-conviction investment ideas for investors looking beyond the obvious.
Lire l’article
Related Products WisdomTree Europe Defence UCITS ETF - EUR Acc, WisdomTree US Value UCITS ETF - USD Acc, WisdomTree Europe Value UCITS ETF - EUR Acc, WisdomTree US Equity Income UCITS ETF, WisdomTree...
Lire l’article
Related Products WisdomTree Physical Gold, WisdomTree Physical Gold - EUR Daily Hedged, WisdomTree Physical Gold - GBP Daily Hedged, WisdomTree Europe Defence UCITS ETF - EUR Acc, WisdomTree...
Lire l’article
Alors que l’économie mondiale entre dans une phase d’expansion tardive en 2026, les matières premières pourraient bénéficier davantage de changements structurels que d’une reprise cyclique. Les vents contraires pesant sur le dollar, les contraintes réglementaires sur l’offre et la fragmentation géopolitique croissante soutiennent les métaux, l’or s’affirmant comme actif de réserve stratégique et le cuivre reflétant la demande liée à l’électrification à long terme.
Lire l’article
