Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Silent Squeeze on Global Commodity Supply Chains
Lucas and Luna dissect the structural fragility of global raw material logistics, focusing on how port congestion and shipping delays are creating hidden inflation in everyday goods. With commodity futures showing sharp volatility this week, they explore why supply chain bottlenecks are becoming a more persistent driver of price changes than energy costs alone. Using specific data from November 2026, including rising Core CPI and breakeven inflation rates, the hosts examine the real cost of moving wheat, oil, and metals across oceans. This episode offers a concrete look at the logistics…
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