Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Iran Deal Sinks Oil and Lifts Gold
Lucas and Luna break down the biggest commodity move in months as the U.S.-Iran ceasefire deal sends crude oil plunging 11% in a week while gold surges above $4,300. They focus on one overlooked dynamic: why the deal threatens to shatter OPEC+ discipline by bringing Iranian barrels back to market. With the Strait of Hormuz reopening and Tehran ramping up exports, the hosts examine whether this is a temporary risk-off shift or a structural reset for oil markets. They also discuss the surprising divergence in precious metals—gold at all-time highs while silver rallies too—and what it says about…
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