Episode Details

Arlan Suderman, Chief Commodities Economist at StoneX, breaks down the latest developments in the Middle East after President Trump released what appears to be a final set of demands for Iran — and explains why commodity markets reacted immediately.

In this May 29 update, Arlan covers:

• Whether Trump's latest statement represents a peace agreement or an ultimatum

• Why crude oil, grain, and oilseed markets moved sharply on the headlines

• The key risks that remain even if a deal is reached

• Why reopening the Strait of Hormuz may not immediately restore global commodity flows

• How oil and LNG supply disruptions could continue for months

• The ongoing implications for global fertilizer production and availability

• What strong U.S. corn export sales are signaling to the market

• Why China remains a key wildcard for corn and soybean demand

• How biofuel demand continues to support soybean oil prices

• What traders should watch heading into the weekend

Stay ahead of the markets with Arlan’s Market Intelligence Plan:

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