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UAE Exits OPEC, 31% Wheat Ratings, and the $10.7B Gold Merger Reshaping Markets
Season 2 Episode 82
We analyze a historic week in commodities as the UAE exits OPEC, reducing the cartel’s market share to 26%. We dive into the $10.7 billion Regis-Vaul…
6 months ago
The Permian Price Crash vs. Global Spikes: US Gas Glut Meets a 108% Asian LNG Surge
Season 2 Episode 81
As the Strait of Hormuz blockade chokes 20% of global energy flows, a stark bifurcation has emerged in the markets. While Asian oil imports hit 10-ye…
6 months, 1 week ago
UAE Exits OPEC Amid Oil War: India’s Gold Imports Hit 30-Year Low
Season 2 Episode 80
This episode covers the U.S. naval blockade stranding 69 million barrels of Iranian crude, the UAE's shock departure from OPEC, and a tax dispute tha…
6 months, 1 week ago
Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee
Season 2 Episode 79
We explore a massive rotation in global markets as mining ETFs double to $87.4 billion and Brent crude climbs past $115. From Bunge’s surging profit …
6 months, 1 week ago
The UAE Quits OPEC, Gold Hits $5,595, and the $1,100 Aluminum Squeeze
Season 2 Episode 79
Emily Costa breaks down a tectonic shift in energy markets as the UAE exits OPEC, signaling a deep rift in Gulf leadership. We also analyze the recor…
6 months, 2 weeks ago
Gold Eyes $4,916, Shell’s $16.4B Canada Deal, and the Global Fertilizer Crisis
Season 2 Episode 78
Join Emily Costa as she breaks down Shell’s massive ARC Resources acquisition, the record-breaking price forecasts for gold, and the escalating ferti…
6 months, 2 weeks ago
US-EU Mineral Pact, EU Steel Rebounds, and the 90-Day Jones Act Extension
Season 2 Episode 77
An analytical exploration of the dual crises facing global markets: a historic El Niño threatening food security and the Iran war paralyzing the Stra…
6 months, 2 weeks ago
Asia’s 1M Barrel per Day Fuel Loss, US Farmers Bet on Lentils, and the EU-US Mineral Pact
Season 2 Episode 77
Today we break down the cascading effects of the Iran war on global markets, from the technical refining shifts causing a diesel shortage in Asia to …
6 months, 2 weeks ago
UN’s agricultural warnings, European Solar Surge, and Chile’s Copper Acid Crunch
Season 2 Episode 76
As Iran seizes ships in the Strait of Hormuz, Brent crude breaks the $100 barrier, sparking a chain reaction across global markets. From a critical s…
6 months, 2 weeks ago
Aluminum Hits $3,672 as Hormuz Blockade Traps 50 Tankers and Biofuels Surge 30%
Season 2 Episode 75
A severe supply shock in aluminum markets, a near shutdown of the Strait of Hormuz, and rising oil prices are rippling across global commodities. Thi…
6 months, 3 weeks ago