Cocoa Falls 16%, Suez Oil Risks 5M bpd, Metals Scrap Banned & Rice Hits Highs

The Commodities Trade Institute Podcast · Jul 31, 2026 · 5m

West African cocoa supplies face a severe 16% contraction while global energy routes brace for disruption following drone strikes near the Suez Canal that threaten 5 million barrels per day of rerouted crude. Simultaneously, Washington moves to halt 33,000 monthly metric tons of critical mineral e-waste exports to fortify domestic supply chains, while Indian rice export prices reach 10-month highs amid regional crop damage and shifting bulk freight dynamics.

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