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Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets
Description
U.S. gasoline inventories have fallen to decade lows as summer demand rises, while China’s crude imports dropped 29% amid accelerating transportation electrification. In agriculture, severe drought has pushed U.S. hard red winter wheat production toward its lowest level in decades, while ethanol is emerging as a potential marine fuel with major implications for corn demand. We also examine India’s push into rare earth processing, Europe’s solar security debate, rising gas turbine demand driven by AI infrastructure, and the freight challenges reshaping global trade flows.
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