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US Diesel Threat, Record $51 Crack, $4.2K Gold Resilience & Red Sea Tenders
US Diesel Threat, Record $51 Crack, $4.2K Gold Resilience & Red Sea Tenders

Season 3 Episode 63

Washington delivers a 120-million-barrel emergency diesel ultimatum to Europe as Asian gasoline cracks surge to an all-time record of $50.53 a barrel…

4 weeks, 1 day ago

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Post-$5K Gold Environment, $90 Oil, 1.5M-Ton Sugar Flow & Black Sea Grain Squeezes
Post-$5K Gold Environment, $90 Oil, 1.5M-Ton Sugar Flow & Black Sea Grain Squeezes

Season 3 Episode 62

Crude oil price targets rise toward ninety dollars a barrel as Persian Gulf disruptions constrain maritime flows, while gold consolidates after toppi…

4 weeks, 2 days ago

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$21B Energy Influx, 600M Steel Target, Record EU Maize Drop & Soy Halts
$21B Energy Influx, 600M Steel Target, Record EU Maize Drop & Soy Halts

Season 3 Episode 61

Global crude flows from the Gulf rebound toward twenty-four million barrels per day as private credit deploys twenty-one billion dollars into liquefi…

1 month ago

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$15B US Steel Mill, $6 Diesel Relief, China's Record Metals, and Dry Cocoa
$15B US Steel Mill, $6 Diesel Relief, China's Record Metals, and Dry Cocoa

Season 3 Episode 60

Diesel prices breach six dollars a gallon as Washington weighs tax relief on red-dyed fuel, while a closed Strait of Hormuz cuts Qatari liquefied nat…

1 month ago

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China Cuts Ag Tariffs, Black Sea Freight Snarls, 13M bpd Oil & African Metals
China Cuts Ag Tariffs, Black Sea Freight Snarls, 13M bpd Oil & African Metals

Season 3 Episode 59

Middle East crude shipments climb back to 12.8 million barrels per day as Saudi Arabia redirects flows through Hormuz, while the European Union warns…

1 month ago

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Rare Earth Gaps, Soy Premiums, and Tankers Hit $1.3M
Rare Earth Gaps, Soy Premiums, and Tankers Hit $1.3M

Season 3 Episode 58

Daily supertanker charter rates have reached a record 1.27 million dollars as diverted Saudi crude overwhelms Gulf transfer hubs, while commercial tr…

1 month ago

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$1B Mineral Vaults, Diesel Export Ban Clash & Black Sea Grain Shift to Baltics
$1B Mineral Vaults, Diesel Export Ban Clash & Black Sea Grain Shift to Baltics

Season 3 Episode 57

A one-billion-dollar joint financing commitment from the US Export-Import Bank to Glencore and Mercuria establishes a national strategic critical min…

1 month, 1 week ago

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Wheat Costs Surge 40%, Oil at $97, DRC Mining Pact & Biofuel Rush
Wheat Costs Surge 40%, Oil at $97, DRC Mining Pact & Biofuel Rush

Season 3 Episode 56

Global wheat freight faces acute bottlenecks as Black Sea disruptions lift Chicago futures forty percent, while crude oil drops toward ninety-seven d…

1 month, 1 week ago

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War Drains Diesel, Arctic Grain Reroutes, EV Metals & 5.7M T Soyoil
War Drains Diesel, Arctic Grain Reroutes, EV Metals & 5.7M T Soyoil

Season 3 Episode 55

Global diesel supplies plunge toward historic lows as United States retail prices breach six dollars a gallon, while prolonged war across the Middle …

1 month, 1 week ago

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$500M Metal Fraud, EU Gas, $100 Oil & Rate Earths
$500M Metal Fraud, EU Gas, $100 Oil & Rate Earths

Season 3 Episode 53

Global crude benchmarks surge past one hundred dollars per barrel as the Strait of Hormuz remains constrained, while European natural gas inventories…

1 month, 1 week ago

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