Inflection Points: 2026 - A Commodity Odyssey

2026-05-28 06:30:00 ET

In the classic 1980s comedy Trading Places, Louis Winthorpe III and Billy Ray Valentine thwart the infamous Duke brothers, who had stolen a government crop report and attempted to use it to corner the frozen orange juice market. Compared to their OJ hijinks, today’s commodity markets are no laughing matter. Given continued supply-side challenges and the rise of trade barriers, these markets seem to more closely resemble the dystopian futures reflected in a Stanley Kubrick film. ...

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