Commodities, volatility and supply-demand metrics are more in focus across public equity markets than for many years, and for good reason. A 180% rally in cocoa, 33% pullback and talk of stockpiles of cocoa falling to zero. A copper price through $500 per/lb to after a 33% in 2024 driven by expectations that AI will boost demand. Gold making new highs as inflation resets lower with 3% a likely new baseline. Volatile oil prices eyeing tensions in the Middle East, Russia and in many pockets of the world as fears of commodity constriction grow.

Understanding how price action may unfold and, importantly, how to think through the impact of the commodity gyrations on stocks and sectors is no easy task. But it is increasingly important. Join IRF's expert panel of speakers on July 2 to understand how to approach this challenge, with Oil, Mining and Soft Commodities in focus. Each of our presenters will give a 15 minute overview of their outlook and thoughts, followed by a panel discussion where they will field your most pressing questions.