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Commodity finance in 2026: Bigger deals, fewer players

Commodity finance is changing fast. In 2026, deal sizes are rising, the lender pool is shrinking, and market segmentation is becoming more pronounced. In this conversation, industry experts break down what’s driving the shift — from billion‑dollar structures and tighter onboarding to traders increasingly financing each other as banks pull back.

We explore how access to capital is reshaping global commodity flows, why fewer players now dominate the market, and what this means for liquidity, counterparty risk and working‑capital resilience. The discussion also looks at how Basel IV, risk…

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