
The soft commodities composite fell 6.04% in Q2 2025 and was 20.58% lower over the first six months of this year. After leading the commodities asset class higher in 2023 and 2024, soft commodities were the second-worst-performing sector in Q2 but were the downside leader over the first half of 2025.
My Q1 Barchart article on the soft commodities sector concluded with: