El Niño casts a shadow over agri markets, but global food fears may be…
The impact of El Niño on global agricultural output is fairly limited, but Asia-Pacific is more exposed
Easing aluminium supply risk prompts lower forecasts
The Middle East rally is unwinding
Oil off its highs but risks return
The recent flare-up in hostilities between the US and Iran poses risks
Indonesia is considering increasing its 2026 RKAB mining quota
Oil prices have sold off aggressively following the US-Iran MoU. We think the move is overdone
Gold’s correction prompts a forecast reset
Aluminium deficit persists despite easing Middle East tensions
What’s next for US copper import tariffs
Energy markets remain complacent despite significant supply shock
Risks to agri markets look underpriced as Hormuz crisis drags on
Makary's successor faces tough task managing FDA amid budget cuts
Sitting, waiting, wishing… for energy flows to resume
Webinar: Oil, Iran and the markets: what happens next?
Join our live webinar on 15 May to find out what's next for macro and markets as the Middle East conflict drags on
Why gold isn't acting like a safe haven right now
Gold has struggled since the Iran war began
The Commodities Feed: US-Iran peace deal hopes
Oil forecasts raised as prolonged Strait of Hormuz disruption continues
ING Think has analysts all over the world who write about their dedicated region.
Middle East escalation pushes aluminium into a structural deficit
Energy market outlook hinges on the Middle East
Webinar: Iran ceasefire – what next for markets and the economy?
Geopolitics alone isn’t enough to lift gold
