Episode Details

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down signs that the Iran conflict may be nearing an end — and why that does not mean the market risk is over.

In this April 17 update, Arlan covers:

Why markets are reacting to signs the war may be winding down

What the reopening of the Strait of Hormuz could mean for oil and shipping flows

Why crude oil, grain, and oilseed markets are reversing as money flow shifts

How damage to oil, gas, and fertilizer infrastructure could keep supply tight for months or longer

Why fertilizer may become a bigger 2027 issue even if the conflict ends soon

What to watch next as negotiations continue

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