Argentina's $165B Glacier Reform, Gulf Refining at 95%, and the Global Diesel Crunch

The Commodities Trade Institute Podcast · Apr 10, 2026 · 7m

Emily Costa breaks down a pivotal week in global markets as Argentina passes a landmark reform to open glacier regions to lithium and copper mining. We analyze how the Iran war has pushed U.S. Gulf Coast refinery utilization to 95% while triggering a dire fuel crisis for farmers in Bangladesh. Plus, a look at Shell’s acceleration of the Loran-Manatee gas field and the USDA's latest update on how soaring fertilizer costs and drought are threatening U.S. grain plantings.

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