Grid Costs Hit $28K; Fuel Margins Peak at $64 as US Smelters Revive Amid Soy & Rail Crunches

The Commodities Trade Institute Podcast · Jul 10, 2026 · 14m

A comprehensive analysis of critical fractures across global commodity networks. This episode explores the unprecedented $27,698/MW power price spikes on the PJM grid, surging fuel refining margins driven by Russia's diesel export ban, the strategic revival of idled Western aluminum smelters, and agricultural supply chain disruptions spanning China, Argentina, and Ukraine.

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