Nickel hits $18,655, Oil Ceasefire at Risk, and the Caspian Grain Shift

The Commodities Trade Institute Podcast · Apr 20, 2026 · 7m

As the U.S.-Iran ceasefire teeters on the brink, Emily Costa explores the "sulfur squeeze" driving nickel prices to 11-week highs and the logistical nightmare of 260 tankers stranded in the Gulf. We analyze why U.S. fertilizer is being exported during planting season, Argentina's wheat crisis, and Russia's strategic shift to Caspian Sea trade routes.

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