Latest / The Commodities Trade Institute Podcast
Oil Above $100, AI Infrastructure, Iron Ore Tensions, and Freight Chaos Ripples Across Commodities
Energy markets are being reshaped by geopolitical shocks as conflict in the Middle East disrupts oil flows and pushes prices above one hundred dollars per barrel. In response, the United States is considering extraordinary policy measures, including temporary sanctions waivers and potential shipping rule changes to stabilize fuel markets. Meanwhile, tensions in global metals trade are escalating as China tightens restrictions on certain iron ore imports, agricultural flows are facing new regulatory and freight challenges, and surging electricity demand from data centers could reshape the…
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