Latest / The Commodities Trade Institute Podcast
Oil Toll Shock, China Copper Pivot, LNG Spike and Argentina Corn Boom
As a fragile two-week ceasefire takes hold in the Middle East, Emily Costa analyzes the "scarring" of the global LNG market and the potential for a permanent $2 million Iranian transit toll in the Strait of Hormuz. We explore why China is aggressively rejecting record-high copper prices, how Saudi Arabia's vital East-West pipeline remains under fire, and the massive shift in aluminum trade flows as Rusal pivots to Japan. Plus, a record-breaking corn forecast from Argentina offers a rare bright spot amidst global fertilizer price hikes.
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