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Commodity prices in H2 2023 were dominated by various disruptions such as economic uncertainties accompanied by geopolitical unrests, extreme weather conditions and challenges in key shipping lanes.
We expect that these factors will continue to play a dominant role in H1 2024 as well, presenting ongoing supply challenges and necessitating closer monitoring of risk and financial hedge positions.
In this edition of Commodity Digest, we highlight the specific steps Commodity Managers should consider to mitigate risks associated with these scenarios, aiming to improve financial planning and ensure business continuity.
Commodities covered:
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