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Steel Falls 4%, Aluminum retreats, Canada Oil & India Sugar Crises
Season 3 Episode 32
Chinese semi-finished aluminum exports reach 3.2 million tons to buffer Western deficits, while China's July steel output falls nearly 4% amid persis…
2 months, 2 weeks ago
Black Sea Freight Rises, Oil Bypasses Hormuz & Copper Lifts BHP
Season 3 Episode 31
BHP delivers a $13.2 billion profit as record $14,000 copper eclipses iron ore earnings, while drone strikes shutter over 90% of Azov-Black Sea grain…
2 months, 2 weeks ago
Rhine Logistics Stall, EU Corn Plunges to 52M Tons, Codelco Overhauls Copper
Season 3 Episode 30
Low Rhine water levels force European freight onto land routes as EU corn forecasts fall to 51.9 million metric tons, offset by record 5.14 million t…
2 months, 2 weeks ago
Danube Nuclear Shutdown, 36-Yr Aluminum Lows, Grains & US Blockade
Season 3 Episode 29
London aluminium inventories drop to a 36-year low following two million tons of offline Gulf smelting capacity, while Ukrainian grain exports plunge…
2 months, 2 weeks ago
Oil Supply Slashed, China Copper Shrinks & Colombia Quake Hits Coffee
Season 3 Episode 28
The International Energy Agency forecasts a 4.3 million barrel per day global oil supply deficit as Middle East conflict persists, driving record U.S…
2 months, 2 weeks ago
Freight Spikes, $14.4k Copper, US Gas Records & Super El Nino Impacts
Season 3 Episode 27
Black Sea military targeting drops Ukrainian grain shipments by 94% as freight costs rise $10 per ton, while Democratic Republic of Congo concentrate…
2 months, 2 weeks ago
Grain Halts & Gold Surge: Ukraine Cuts Exports 12% as Barrick Hits $4,417 Gold
Season 3 Episode 26
Black Sea port strikes force Ukraine to slash its annual grain export projection to thirty-eight million metric tons while exploring a four point fiv…
2 months, 3 weeks ago
Food Prices Hit 3-Yr High, BHP Port Strike, $3B Metals & Hormuz Gas Scramble
Season 3 Episode 25
Global food prices reached a three-year high of 131.1 points in July as severe heatwaves slashed French maize forecasts by 35% to 9.0 million tons, w…
2 months, 3 weeks ago
Congo Copper Ban, 600k bpd US Oil Surge, EU Maize Drops 14%, China Soy Buys
Season 3 Episode 24
The Democratic Republic of Congo bans copper and cobalt concentrate exports, driving benchmark copper prices toward historic highs of $14,369 per met…
2 months, 3 weeks ago
Iron Ore Shortfall, $300k Black Sea Freight, Sugar Spike & Fuel Reserves
Season 3 Episode 23
Glencore’s 86% earnings spike to $10.1 billion highlights commodity trading profits amid Middle East volatility, even as Rio Tinto warns of an 800-mi…
2 months, 3 weeks ago