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Nickel, LNG margins, and a glut across markets
Season 1
Episode 56
Published 10 months, 3 weeks ago
Description
We break down a market shuffle: a five-year low Saudi OSP, nickel and rare earths tensions, U.S. LNG margin pressure, record Brazilian soybean flows, and surprise Canadian grain surpluses. Clear, conversational analysis of what those moves mean for traders, producers and consumers.