Latest / The Commodities Trade Institute Podcast

Gas Hits €100, Zinc Nears $3,900, Azov Freight Reopens, & Soy Shifts
European benchmark natural gas touched €100 per megawatt-hour following Middle East refinery strikes and extended liquefied natural gas force majeure notices, while the United States fast-tracked an $8.2 billion export terminal. LME zinc surged past $3,855 per ton as smelter treatment charges plunged into negative territory, confronting an 88,000-ton supply deficit. In maritime freight, naval convoys reopened the Sea of Azov for grain exports through November 15 under a localized Kherson ceasefire, alongside Russia's first Arctic wheat shipments out of Murmansk. Simultaneously, incoming…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.