Military Escorts, Asian LNG Scramble, Oil Surges and Aluminium Squeezed

The Commodities Trade Institute Podcast · Mar 4, 2026 · 6m

Energy and metals markets are reeling as conflict in the Middle East disrupts shipping through the Strait of Hormuz. Oil jumps twelve percent, Qatar’s aluminium output faces a prolonged shutdown, Asian LNG buyers rush to secure supply, and agricultural trade from basmati rice to Russian grain stalls. We break down the ripple effects across commodities and what it means for prices, logistics, and global supply chains.

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