Solar Costs Spike 20%, Rice Exports Drop 7%, Aluminum Disrupts Energy, & Oil Waivers Miss Mark

The Commodities Trade Institute Podcast · May 28, 2026 · 8m

In today’s briefing, we analyze the profound ripple effects of the ongoing Middle East conflict across the global commodities spectrum. We unpack how soaring aluminum prices are threatening the U.S. solar buildout, why the domestic Jones Act waiver is failing to curb high gasoline prices, and the shifting dynamics in global dry freight as Indian rice exports slump. Plus, a look at record-breaking sugar yields in Brazil and the looming U.S. tariffs reshaping the copper trade.

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