6.8 GW Grid Deficit, US Rare Earth Action, 5% Rice Gain & 1.7M Sugar Deficit

The Commodities Trade Institute Podcast · Jul 29, 2026 · 6m

OPEC+ prepares to pause production hikes leaving two million barrels per day offline, while PJM Interconnection confronts a six point eight gigawatt grid deficit driven by soaring data center demand. Simultaneously, Washington is deploying capital to secure a hundred and fifty million dollar rare earth project in Madagascar, counterbalancing China's metal dominance where first-half copper imports dropped thirteen percent. In agricultural and freight channels, global sugar deficits are expanding to one point seven million metric tons, Russian grain terminals are capping truck access amid Black…