Coffee and cocoa prices surge recently due to weather problems and pests in main producing areas. Supply concerns push prices to multi-year highs.

Extreme weather affects global grain production, grain futures price volatility intensifies. Focus on South American and North American weather conditions.

Global mining M&A activity significantly active in 2025. Large mining companies actively acquire to expand resource reserves and optimize asset portfolios.

Lithium battery market supply and demand pattern is changing. Capacity expansion speed exceeds demand growth, putting pressure on lithium prices.