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Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows
Description
Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz shipping disruptions, and QatarEnergy's extension of a force majeure that cancels 17 LNG cargoes bound for Europe. We also break down China's structural shift toward becoming a net exporter of refined zinc by 2026, track the 100% doubling of Russian seaborne grain exports, and assess the improving weather outlook for Ivory Coast's critical cocoa mid-crop.
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