Podcast Episodes
Back to Search
AI Critical Minerals & Strait of Hormuz Paralysis: Oil, LNG, and Fertilisers Cost are Soaring
Season 2 Episode 43
A widening U.S.–Iran conflict has frozen shipping through the Strait of Hormuz, stranded more than two hundred vessels, and forced Qatar to halt LNG …
8 months ago
Military Escorts, Asian LNG Scramble, Oil Surges and Aluminium Squeezed
Season 2 Episode 42
Energy and metals markets are reeling as conflict in the Middle East disrupts shipping through the Strait of Hormuz. Oil jumps twelve percent, Qatar’…
8 months, 1 week ago
Strait of Hormuz Shockwave: Oil Soars, LNG Surges, and China’s Strategic Edge
Season 2 Episode 41
Oil jumps nearly ten percent, LNG freight rates spike above forty percent, and European gas prices leap as Middle East tensions disrupt the Strait of…
8 months, 1 week ago
Strait of Hormuz Closure, Middle East Conflict, Copper Stockpiles, and a Gas Gamble in the Desert
Season 2 Episode 40
Geopolitical conflict sends tremors through oil and shipping markets as the Strait of Hormuz closes, OPEC+ moves cautiously, and insurers pull war-ri…
8 months, 1 week ago
Saudi Crude Hikes, Platinum’s Record Run, and the Cocoa Crisis
Season 2 Episode 39
In this episode, we analyze the major shifts across global markets, including Saudi Arabia's first crude price hike to Asia in five months and the ge…
8 months, 2 weeks ago
Oil on the Brink, Metals Under Strain, and Agriculture Faces Hard Limits
Season 2 Episode 38
Global commodity markets are sending mixed but deeply consequential signals. Oil prices are being pulled higher by geopolitics and supply discipline,…
8 months, 2 weeks ago
The New Era of Mineral AI, Cobalt Crunches, and Carbon Quotas.
Season 2 Episode 37
In this episode, we dive into the Democratic Republic of Congo's cobalt export restrictions that are rattling Chinese markets, the Trump administrati…
8 months, 2 weeks ago
Oil’s Inflation Comeback, Copper’s Power Shift, and the New Map of Commodity Flows
Season 2 Episode 36
Oil prices are quietly regaining their influence over inflation just as geopolitics reshapes global supply routes. From Iraq’s West Qurna oilfield to…
8 months, 2 weeks ago
Supreme Court’s Big Move, AI Power Hunger & Rare Earth Independence
Season 2 Episode 35
This episode explores the ripple effects of the United States Supreme Court's decision to strike down major trade tariffs and what it means for energ…
8 months, 2 weeks ago
Silver Shocks Solar, Farmers Rebalance the Fields, and Oil Reawakens.
Season 2 Episode 34
A sweeping look at how Venezuela’s oil industry is clawing back capacity, why soaring silver prices are forcing a rethink in solar manufacturing, and…
8 months, 3 weeks ago