Beyond the Strait: $153 Dubai Crude, 160% Cobalt Gains, and the 68% LNG Growth Forecast

The Commodities Trade Institute Podcast · Mar 17, 2026 · 7m

Record-breaking surge in Middle Eastern oil benchmarks as conflict disrupts key shipping lanes and export terminals, alongside a landmark legal resolution for one of the largest copper projects in the United States. From the record-setting pace of American soybean processing to the tightening supply of cobalt and bauxite in Africa, we examine how geopolitical tension and industrial demand are colliding to reshape global trade.

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