Gold’s 15% Retreat vs. China’s 48% Green Surge: Tracking $4 Gasoline Peak and the AI Copper Push

The Commodities Trade Institute Podcast · Mar 24, 2026 · 8m

We explore the profound disruptions caused by the U.S.-Israel war with Iran, examining the critical closure of the Strait of Hormuz, the divergence between oil and gas market recoveries, and how the crisis is unexpectedly accelerating China’s green energy dominance while straining global food supply chains.

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