Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Corn Is the New Oil in Commodity Markets
On this episode of The Commodities Economy, Lucas and Luna drill into one of the most striking moves of August 2026: corn futures up nearly 10 percent in five days while oil climbs just 6 percent. They unpack what's driving the grain rally—from weather stress in the U.S. Midwest to export demand and ethanol policy—and contrast it with oil's more muted reaction to OPEC+ output decisions and easing geopolitical tensions. They also touch on the broader commodity complex: gold hovering near all-time highs, natural gas quietly outperforming, and coffee taking a surprising dip. With…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.