08 Increased volatility and divergence across commodities

Over the last year there has been an ongoing trade war amongst countries that ’ s likely continue to deliver significant market volatility into 2019 . Commodity tariffs imposed by the US and China may not just affect prices and premiums but could also imply diverging impacts on commodities and the rerouting of global markets , bringing complexity to commodity logistics and commercial agreements . Agustin Costa , Partner at The Boston Consulting Group

NOVEMBER 2018