Global Commodities Watch

The global commodity markets and supply chains that we all depend on for modern life; from providing consumer tech to South American markets, to key foodstuffs to Europe and Africa, or raw materials to China and the US are becoming increasingly fragile and fraught. A perfect storm of increasing demand, geopolitical competition, and politicisation (or even weaponisation) has already, and will continue to, impact previously globalised and secure commodities and their supply chains with a myriad of political, economic, social, climate change mitigation, and security consequences for all areas of the globe as the pressures of the 21st century mount. The risk of de-globalisation and severe instability looms larger than it has in decades.

As part of London Politica's efforts to track these trends, analyse their impact and provide actionable intelligence and forecasts to our clients, policymakers, NGO’s, charities, and industry we’ve set up our Global Commodities Research Programme, where our specialists will uncover, track, and analyse commodity markets and their pressures, politicisation and the impact of ongoing geopolitical competition and explore what this all might mean for you.

Latest Analysis

Critical Infrastructure Mapping

To better track hotspots of political risk in global supply chains, the Global Commodities Watch team continuously monitors the ports, pipelines, and power plants that are so crucial to the delivery of critical goods we all depend on for modern life.

Global Commodities Watch Reports

Comprehensive reports tackling the impact on, and of, trends, and pressures regarding global commodities and supply chains.

Global Commodities Watch Analysis

Analysis of events, trends, and risks impacting and impacted by global commodities and their supply chains from a political, economic, humanitarian, social, or geopolitical perspective.