Commodity Compass – 10/25 – Policy Shock in U.S. Cattle, Geopolitics Drive Metal & Energy Narrative
Update: 2025-10-25
Description
The commodity narrative this week shifted from metals volatility to policy and geopolitics in the Americas.
Washington moved to quadruple low-tariff beef imports from Argentina to curb grocery inflation, alarming U.S. ranchers and signaling a deeper strategy to pull Argentina out of China’s orbit in soy and critical minerals. At the same time, Beijing advanced new barriers to foreign access in rare earths and battery metals, reinforcing strategic supply-risk themes.
Energy sentiment firmed on new U.S. sanctions targeting major Russian producers and fresh talk of refilling the SPR, while livestock markets reeled from the policy shock and grains stayed driven by harvest and export flows.
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