U.S Blockade Impact, China's Acid Ban, Copper Smelter Risks, and a $1.5 Trillion Power Grid

The Commodities Trade Institute Podcast · Apr 15, 2026 · 5m

As the U.S. enforces a naval blockade on Iranian ports and ends critical oil sanctions waivers, the commodities world is feeling the heat. Host Emily Costa breaks down the ripple effects: why China’s ban on sulfuric acid exports threatens global copper production, how record-high oil prices are forcing a shift from polyester to cotton, and why Argentine truckers are bringing grain exports to a standstill. Plus, a look at the EU’s emergency plan to decouple electricity prices from volatile fossil fuels.

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