Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Corn Is Surging While the Rest of Ag Stalls in June 2026
Episode 74 of The Commodities Economy drills into a striking divergence in June 2026: corn futures are up 7.7% in the last five days while wheat and soybeans barely move. Lucas and Luna unpack the data behind the move – from ethanol blending mandates to export bookings and the U.S.-Iran peace deal's impact on fertilizer costs. They also connect the corn surge to the broader sell-off in gold and crude, asking whether the commodity cycle is rotating from macro hedges to real-ag demand. Along the way, Lucas shares why the CPI and PCE data still matter for crop input costs, and Luna…
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