Aluminum Hits $3,672 as Hormuz Blockade Traps 50 Tankers and Biofuels Surge 30%

The Commodities Trade Institute Podcast · Apr 22, 2026 · 7m

A severe supply shock in aluminum markets, a near shutdown of the Strait of Hormuz, and rising oil prices are rippling across global commodities. This episode explores how energy disruptions are accelerating biofuel demand, pressuring agricultural markets, and reshaping planting decisions in the U.S. Meanwhile, logistical bottlenecks in Argentina and the restart of the Druzhba pipeline add further complexity to an already strained global system.

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