China Soybeans, Hormuz Tankers, Copper Gains, and Solar Policy Shock

The Commodities Trade Institute Podcast · May 11, 2026 · 9m

China’s commodity flows are shifting on multiple fronts at once. April soybean imports jumped sharply, crude flows through the Strait of Hormuz are being rerouted under conflict risk, refined copper imports are rising on grid and EV demand, and U.S. solar projects tied to Chinese firms are facing fresh policy uncertainty. At the same time, beef trade, steel exports, and freight demand are all being reshaped by quotas, tariffs, and supply-chain scrutiny.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook -…