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Aluminum Surplus, $13B Gas Merger, Syngenta IPO & India Soy Surge
Aluminum Surplus, $13B Gas Merger, Syngenta IPO & India Soy Surge

Season 3 Episode 81

Chinese aluminum producers advance fifteen million tons of overseas smelting to bypass domestic caps, while Western governments establish price floor…

16 hours ago

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Copper Split, $13B US Gas Deal, and Elite Livestock Genetics
Copper Split, $13B US Gas Deal, and Elite Livestock Genetics

Season 3 Episode 80

Copper holds above $14k per ton amid an unprecedented split between bulging United States stockpiles and extreme Chinese shortages. In energy, United…

1 day, 17 hours ago

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Iron Ore Standoff, 6 GW Battery Boom, Baltic Grain & 30% Urea Risk
Iron Ore Standoff, 6 GW Battery Boom, Baltic Grain & 30% Urea Risk

Season 3 Episode 79

More than thirty supertankers sustain damage in the Strait of Hormuz amid soaring freight rates, prompting Saudi Arabia to secure nine million barrel…

2 days, 15 hours ago

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7 Ships Hit in Black Sea, US Copper Surge, DPA Fuel Push, Nickel Squeeze
7 Ships Hit in Black Sea, US Copper Surge, DPA Fuel Push, Nickel Squeeze

Season 3 Episode 78

Drone attacks hit seven commercial cargo vessels in the Black Sea, and United States bonded copper inventories surge to a twelve-year high of nearly …

5 days, 16 hours ago

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Brazil Corn Replaces Ukraine, Nickel Imports Spike, Diesel Defies Deals
Brazil Corn Replaces Ukraine, Nickel Imports Spike, Diesel Defies Deals

Season 3 Episode 77

European grain deficits and persistent Black Sea port strikes have triggered an eightfold surge in Brazilian corn exports to 1.65 million metric tons…

6 days, 17 hours ago

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Sugar Deficit at 6.3M Tons, EU Gas Breaks €90, Codelco Copper at $350
Sugar Deficit at 6.3M Tons, EU Gas Breaks €90, Codelco Copper at $350

Season 3 Episode 76

European benchmark natural gas breaks ninety euros per megawatt hour amid intensifying global competition for winter supplies, while United States di…

1 week ago

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EU Gas Hits €90, U.S Farm Aid, Copper AI Boom, and Arctic Oil
EU Gas Hits €90, U.S Farm Aid, Copper AI Boom, and Arctic Oil

Season 3 Episode 75

Escalating shipping bottlenecks and maritime conflict push freight costs to consume eighty-two percent of Asian gross refining margins, forcing Atlan…

1 week, 1 day ago

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Food Index Hits 136, Copper Waste Bet, 105M-Ton Grain Rush & Bunker Spikes
Food Index Hits 136, Copper Waste Bet, 105M-Ton Grain Rush & Bunker Spikes

Season 3 Episode 74

Global food inflation pushes the benchmark FAO index to a multi-year high of 136 points as severe drought strands Indonesian palm oil barges, while m…

1 week, 2 days ago

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Diesel Jumps on Refinery Hits, World Bank Backs $19B Minerals & Canada Wheat Wilts
Diesel Jumps on Refinery Hits, World Bank Backs $19B Minerals & Canada Wheat Wilts

Season 3 Episode 73

Ukraine officially abandons its energy truce after striking Rosneft's Ryazan refinery, prompting the International Energy Agency to accelerate the re…

1 week, 5 days ago

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US Copper Tops 1.6M Tons, $86 Diesel Squeeze, and Food Risks
US Copper Tops 1.6M Tons, $86 Diesel Squeeze, and Food Risks

Season 3 Episode 72

United States copper inventories swell past 1.6 million metric tons amid looming tariff deadlines, while European buyers face record $347 premiums. G…

1 week, 6 days ago

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