From Oil to Food: Fertilizer Prices Jump 65% as War Ripples Spread. Aluminum Premiums at 11Year High

The Commodities Trade Institute Podcast · Mar 27, 2026 · 8m

Today we analyze the stark contrast between Washington’s message of "energy dominance" and the reality of fuel shortages across Asia and looming crises in Europe. We dive into the staggering multi-billion dollar windfall profits for Big Oil, the sudden eleven-year high in Japanese aluminum premiums, and why energy security—rather than climate change—is now the primary driver for a massive global shift toward nuclear and renewable power.

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