Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Invisible Cost of Moving Raw Materials
We drill into the shipping logistics crisis reshaping commodity markets right now. With dry bulk freight rates climbing sharply in October 2026, the cost of moving wheat, copper, and iron ore is becoming a hidden inflation driver. We examine how port congestion and vessel availability are creating price spreads that defy traditional supply-demand models. This episode breaks down why getting raw materials from mine to mill is costing more than the materials themselves, and what that means for your grocery bill and manufacturing costs.
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