Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Green Premium Why Aluminum Costs More Than Oil
Oil prices have softened, but aluminum is hitting record highs in October 2026. We break down the supply bottleneck reshaping green energy costs, from smelter closures to the soaring price of carbon-free production. With core PCE still sticky at 130.5, we ask if this raw material squeeze will finally force inflation higher or if efficiency gains will contain it.
#FexingoBusiness #BusinessPodcast #CommoditiesEconomy #AluminumMarket #GreenEnergyTransition #SupplyChainBottlenecks #InflationOutlook #CorePCE #SmelterClosures #IndustrialMetals #CarbonFootprint #ManufacturingCosts #EconomicAnalysis…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.