Latest / The Commodities Trade Institute Podcast
US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock
The US-Iran war has propelled US oil exports to a record 10.5 million bpd, fracturing OPEC's market share to an all-time low of 22%. Meanwhile, Beijing's stringent export controls on indium phosphide have driven AI data center chip wafer prices up 250% to $5,000, while a parallel 60% surge in retail diesel prices plunges Thai rice farmers into a severe debt trap.
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The skinny
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