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Oil Shock, Yttrium Squeeze, and a Trade U-Turn — What Commodities Traders Need to Know
Season 1
Episode 42
Published 11 months, 2 weeks ago
Description
In today’s episode Emily Costa breaks down a volatile week in commodities: Russia’s Black Sea export hub reopens after an attack, U.S. licensing opens the door to sales of Lukoil’s foreign assets, a surprising tariff rollback on food, a brewing yttrium shortage that could choke aerospace and semiconductors, and Saudi Aramco’s leap into U.S. LNG. Clear, actionable analysis for traders, producers, and curious listeners.