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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
Oil Revenues, Urea Prices Surge 70%, While China Curbs Fertilizer Exports Amid Middle East War
Season 2 Episode 64
A deep dive nto the shifting geography of the global energy crisis. As the Strait of Hormuz remains effectively closed, we analyze why some Middle Ea…
7 months ago
Italy's LNG, Deepwater Gulf Sales, and the Year-Long Road to Metal Recovery
Season 2 Episode 63
We dive into the massive disruptions caused by the conflict in the Middle East, from the shutdown of the world's most vital oil artery to the missile…
7 months ago
LNG & Oil Shock Drives Prices Higher While Aluminium Gains and Global Trade Faces Severe Disruption
Season 2 Episode 62
A historic shock is reshaping global commodities as Middle East tensions disrupt energy flows and trade routes. Oil is surging amid major supply loss…
7 months, 1 week ago
Aluminium Above $3,500, LNG Near $20, and Wheat Planting Hits Record Lows
Season 2 Episode 61
Metals rally, gas markets tighten, and agriculture contracts under mounting geopolitical and cost pressures.
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7 months, 1 week ago
Aluminum Strikes, Triple-Digit Oil, and the LNG Scramble: A Global Commodity Market in Turmoil
Season 2 Episode 60
An in-depth analysis of how the conflict in the Middle East is causing record-breaking oil prices, disrupting the global aluminum supply chain, and s…
7 months, 1 week ago
Shocks in Metals, Trump’s Cuba Pivot, and the Global Race for Critical Mineral Reserves
Season 2 Episode 59
An in-depth look at how the conflict in the Middle East is reshaping global trade, from the physical destruction of aluminum facilities to the shifti…
7 months, 1 week ago
From Oil to Food: Fertilizer Prices Jump 65% as War Ripples Spread. Aluminum Premiums at 11Year High
Season 2 Episode 58
Today we analyze the stark contrast between Washington’s message of "energy dominance" and the reality of fuel shortages across Asia and looming cris…
7 months, 2 weeks ago
Energy Warfare, Coffee, Japan’s Yen Gamble and the Genetic Frontier
Season 2 Episode 57
An in-depth analysis of the massive disruptions to Russian oil exports, the unprecedented surge in global LNG prices following conflict in the Middle…
7 months, 2 weeks ago
80% of Asia’s Oil at Risk: From Fuel Crisis to Fertilizer Shock and Metal Strain
Season 2 Episode 56
This episode explores the deepening global energy crisis as the blockade of the Strait of Hormuz enters its second month, forcing Asian nations to re…
7 months, 2 weeks ago