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Gulf Aluminum Falls 6% as Hormuz Crisis Spikes LNG 54% and Oil Risk
Season 2 Episode 74
We analyze the deepening industrial impact of the Middle East conflict, from the 6% drop in Gulf aluminum production to the near-standstill in the St…
6 months, 3 weeks ago
Nickel hits $18,655, Oil Ceasefire at Risk, and the Caspian Grain Shift
Season 2 Episode 73
As the U.S.-Iran ceasefire teeters on the brink, Emily Costa explores the "sulfur squeeze" driving nickel prices to 11-week highs and the logistical …
6 months, 3 weeks ago
California’s $5.86 Gas Spike, India's Gold Halt, and the UK’s Carbon Tax Pivot
Season 2 Episode 72
Global commodities are diverging sharply as the Iran conflict disrupts energy flows and reshapes supply chains. Oil prices surge to record highs in E…
6 months, 3 weeks ago
Jet Fuel Crunches, $1,000 Urea and a 10% Surge in Aluminum
Season 2 Episode 71
Emily Costa breaks down a pivotal day in global commodities as Iran floats a high-stakes proposal for the Strait of Hormuz. We analyze why China’s st…
6 months, 3 weeks ago
U.S Blockade Impact, China's Acid Ban, Copper Smelter Risks, and a $1.5 Trillion Power Grid
Season 2 Episode 70
As the U.S. enforces a naval blockade on Iranian ports and ends critical oil sanctions waivers, the commodities world is feeling the heat. Host Emily…
6 months, 4 weeks ago
Iron Ore Bans Lifted, US Blockades Iran, and India’s 92% Monsoon Alert
Season 2 Episode 69
Emily Costa breaks down a pivotal day in global trade as China ends its months-long standoff with BHP, the U.S. military enforces a blockade on Irani…
6 months, 4 weeks ago
AI Power Demand Revives Coal, Oil Hits $100 Amid Iran Blockade, and Colombia Coffee Drops 29%
Season 2 Episode 68
As US-Iran peace talks collapse and a maritime blockade begins, oil prices have surged past $100. Simultaneously, the American AI boom is forcing a c…
6 months, 4 weeks ago
Argentina's $165B Glacier Reform, Gulf Refining at 95%, and the Global Diesel Crunch
Season 2 Episode 67
Emily Costa breaks down a pivotal week in global markets as Argentina passes a landmark reform to open glacier regions to lithium and copper mining. …
7 months ago
Oil Toll Shock, China Copper Pivot, LNG Spike and Argentina Corn Boom
Season 2 Episode 66
As a fragile two-week ceasefire takes hold in the Middle East, Emily Costa analyzes the "scarring" of the global LNG market and the potential for a p…
7 months ago
Oil Drops 16%, Saudi Premium Hits $19.50, Russia Wheat at 88.7M Tons, & US Gas Output at 109 Bcfd
Season 2 Episode 65
A fragile ceasefire between the United States and Iran triggers a sharp 16% drop in oil prices, but physical markets remain under severe strain. Saud…
7 months ago