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Venture Global LNG Fees Jump 69% Amid Iran War as China Chases 25M-Ton U.S. Soybean Target
Season 3 Episode 3
An analytical breakdown of today's compounding commodity supply shocks. Host Emily Costa explores the escalating Iran conflict following a projectile…
3 months, 3 weeks ago
Wine Yields Slide 10%, US Tariffs Slam Brazil Freight, and Oil Prices Surge 5%
Season 3 Episode 2
An in-depth analysis of global commodity disruptions: from a record-breaking summer drought shrinking French wine crops to a structural shift as Shan…
3 months, 3 weeks ago
Gold M&A Grows, Oil Output Rises, Ukraine Grain Slows, Rooftop Solar Surges
Season 3 Episode 1
OPEC+ approved another production increase as exports through the Strait of Hormuz gradually recover, while uncertainty remains around Iranian crude …
3 months, 3 weeks ago
Oil Flips to Contango, Lithium Triples, and Australia Iron Ore Faces $150M Daily Strike Threat
Season 2 Episode 102
In this episode, we break down the massive shift in global energy markets as a 60-day U.S.-Iran deal reopens the Strait of Hormuz, plunging physical …
4 months, 1 week ago
Oil Transfers, AI Power Boom, India Crops and Critical Minerals in Focus
Season 2 Episode 101
Global commodity markets remain focused on supply security and infrastructure. This episode examines the reported movement of roughly 90 million barr…
4 months, 2 weeks ago
Brent Sinks to $83 on Hormuz Peace Deal as Brazilian Farm Debt Escalates to 171B Reais
Season 2 Episode 100
A tentative U.S.-Iran framework agreement to reopen the Strait of Hormuz sends Brent crude sliding to $83 a barrel, but global shippers remain deeply…
4 months, 2 weeks ago
Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets
Season 2 Episode 99
U.S. gasoline inventories have fallen to decade lows as summer demand rises, while China’s crude imports dropped 29% amid accelerating transportatio…
4 months, 3 weeks ago
US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock
Season 2 Episode 98
The US-Iran war has propelled US oil exports to a record 10.5 million bpd, fracturing OPEC's market share to an all-time low of 22%. Meanwhile, Beiji…
4 months, 3 weeks ago
11 Million Barrels Per Day Lost, Farm Fuel Soars, China Rewires Energy and Trade
Season 2 Episode 97
We take a look at the Energy Information Administration’s warning of record-low oil stockpiles, the growing strain on U.S. agriculture, India’s push …
4 months, 3 weeks ago
Steel Exports Hit 5-Month High, US Wheat Moves, & El Nino Threatens Rice Supply
Season 2 Episode 96
In today's episode, we analyze China's dramatic 29% drop in crude oil imports to an eight-year low and how it is ironically easing global price press…
4 months, 3 weeks ago