Gasoline Prices, Aluminium Squeeze, Gold Policy and Brazil’s Record Soybean Crop

The Commodities Trade Institute Podcast · Mar 6, 2026 · 10m

Rising geopolitical tensions in the Middle East are rippling across global commodity markets. Oil prices have surged as the conflict with Iran threatens shipping through the Strait of Hormuz, while aluminium markets face tightening supplies amid disrupted Gulf production and dwindling inventories. At the same time, agriculture is sending mixed signals: Brazil is heading toward a record soybean harvest, even as shipping disruptions threaten food supply chains across the Gulf region. In this episode, we unpack how energy, metals, agriculture, and global logistics are colliding to reshape…