Oil Revenues, Urea Prices Surge 70%, While China Curbs Fertilizer Exports Amid Middle East War

The Commodities Trade Institute Podcast · Apr 7, 2026 · 6m

A deep dive nto the shifting geography of the global energy crisis. As the Strait of Hormuz remains effectively closed, we analyze why some Middle Eastern nations are seeing financial windfalls while others face a total revenue collapse. We also explore China’s radical "yogurt-swill" solution to the soybean trade war, the devastating missile strikes on major aluminium smelters, and why United States fuel exports are hitting record highs despite domestic price pressures.

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