Strait of Hormuz Shockwave: Oil Soars, LNG Surges, and China’s Strategic Edge

The Commodities Trade Institute Podcast · Mar 3, 2026 · 9m

Oil jumps nearly ten percent, LNG freight rates spike above forty percent, and European gas prices leap as Middle East tensions disrupt the Strait of Hormuz. We break down the ripple effects across energy, metals, agriculture, and global shipping — and why China may be better positioned than most.

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