Silver Intel Report
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Commodities Surge, Everything Else Sinks As Iran War Drags On

By Seeking Alpha March 18, 2026 Neutral
Commodities Surge, Everything Else Sinks As Iran War Drags On
Since the attack began on Feb. 28, nearly every major asset class - aside from commodities and cash - has slipped into the red, with losses spreading broadly across global markets through March 17's close. A broad measure of raw materials has surged 4.7% since the war began, sparked by soaring energy costs as the conflict restricts oil and natural gas exports from the Persian Gulf region - a supply shock that's spilled over into other commodities.
Since the attack began on Feb. 28, nearly every major asset class - aside from commodities and cash - has slipped into the red, with losses spreading broadly across global markets through March 17's close. A broad measure of raw materials has surged 4.7% since the war began, sparked by soaring energy costs as the conflict restricts oil and natural gas exports from the Persian Gulf region - a supply shock that's spilled over into other commodities.