Commodity markets have recently been moving under the influence of geopolitical tensions. Global trade dynamics and regional conflicts are beginning to directly impact the pricing of crude oil, gold, and other strategic raw materials. In an environment of uncertainty, investors are avoiding risky assets, while demand for commodities like gold, which are considered safe havens, is increasing. At the same time, energy markets can be driven by supply chain concerns. This period highlights once again how critical it is to include commodity assets in a portfolio for risk management.