IG Analysts Predict Divergence in Commodities by 2026

IG market analysts Farah Mourad and Ye Weiwen predict significant divergence in precious metals and energy markets by 2026, as detailed in their Commodities Outlook report.

The report highlights bullish trends for gold driven by macroeconomic factors, contrasting with bearish pressures on the energy market due to excess supply concerns.

Commodity Prices to Reach New Highs and Lows by 2026

Mourad and Weiwen’s report suggests that the commodity markets’ landscape will shift significantly by 2026. Gold is expected to rise amidst declining yields and central bank interest, potentially reaching $5,000. Silver, after a surge in 2025, is positioned for further gains driven by industrial demand and supply shortages, setting a forecast up to $88.

In contrast, the energy sector faces challenges with oversupply. Brent crude could average $62.23, with potential dips to the $30 range if supply outpaces demand. This divergence signifies distinct market trends for precious metals versus energy commodities.

“The focus on technological advances in extraction and production is crucial for energy markets,” noted a representative from the report.

Historical Trends Indicate Continued Precious Metal Investments

Did you know? Silver’s price surge in 2025, a notable 120% increase, highlights its sensitivity to industrial demand and supply dynamics, a pattern continuing into 2026.

As of December 23, 2025, Bitcoin (BTC) is priced at $87,824.96, with a market cap of approximately $1.75 trillion. The circulating supply stands at 19,965,971 out of a maximum 21 million. Trading volume over 24 hours showed a significant 47.43% change, reflecting dynamic market conditions. This data, sourced from CoinMarketCap, underscores Bitcoin’s current market position and fluctuating price trends.

The Coincu research team anticipates that these commodity trends could influence technological and financial strategies globally. Precious metals may attract continued investments, while regulatory changes could affect energy sector recovery strategies. Historical trends suggest a focus shift toward sustainable alternatives in the energy market if oversupply persists.