来源：自然资源部 据矿业周刊（Mining Weekly）报道，惠誉方案（Fitch Solutions）旗下的基准矿物情报公司（BMI）对 明年大多数金属前景谨慎乐观，预计多数矿物和金属价格将小幅上涨，主要原因是关税不确定性减少， 净零排放转型相关的行业需求强劲以及供应紧张。 BMI在《2026年采矿和金属行业关注点：全球经济趋稳推高收益》（Mining and Metals Key Themes For 2026: Global Economic Stability to Drive GAIns）报告中预测，明年金价将继续上涨，但后期由于货币宽 松政策转向，特别是美联储最终会停止降息，金价上涨势头将减弱。 这将抑制金价继续上涨。 BMI认为，不可预见的供应中断、范围高于预期的贸易限制以及强于预期的刺激措施仍是其预测上调的 主要风险。 BMI称，"我们预测2026年大多数矿物和金属均价将高于2025年，全球经济将随着贸易摩擦减少而趋于 稳定。" "关税不确定性在2025年8月份达到顶峰，虽然未来几个季度美国和其他经济体可能再度发生贸易摩擦， 但我们的国家风险团队预计在2026年关税不确定性将继续减少"。 B ...

Core Viewpoint - The current geopolitical tensions, extreme weather conditions, and fluctuating climate policies are reshaping the global market landscape, creating both challenges and opportunities for companies to reassess their risk and investment strategies [2][5]. Group 1: Market Dynamics - Commodity markets operate interdependently, where energy prices fluctuate due to regulatory changes, extreme weather impacts supply and demand, and geopolitical instability disrupts supply chains [3]. - A comprehensive analysis that connects various data sets and market interdependencies is crucial for informed decision-making, as isolated data can lead to misleading conclusions [3][5]. Group 2: LSEG's Strategic Approach - LSEG has developed a global intelligence platform that integrates high-frequency data, satellite imagery, and machine learning algorithms, providing insights across approximately 190 commodity markets, including energy, metals, and agriculture [3][4]. - The platform enhances predictive models and anomaly detection systems, offering precise risk assessments and long-term market trend insights, such as hourly electricity market forecasts extending to 2035 [3][6]. Group 3: Decision-Making in Volatile Markets - In the face of extreme market volatility, companies must act swiftly and decisively, utilizing LSEG's analytical tools to adjust trading strategies, optimize investment portfolios, and manage risks effectively [6]. - LSEG's cross-commodity correlation models help traders understand deeper market interdependencies, leading to more accurate price predictions and risk evaluations [6]. Group 4: Competitive Advantage through Data - LSEG Data & Analytics has been recognized as the "Data and Analytics Company of the Year 2025" by Energy Risk magazine, highlighting the importance of data-driven intelligence in successful decision-making within the energy sector [7]. - The company continues to expand proprietary data sets, refine predictive models, and enhance analytical capabilities to ensure clients maintain a competitive edge amid the complexities of energy transition [7].