Latest / The Commodities Trade Institute Podcast
Mining Evolution, Energy Insecurity, and the Strait of Hormuz Blockade
Global commodity markets are being reshaped by a deepening Middle East conflict, triggering a seventy percent drop in Iraqi output, surging LNG and oil prices, and exposing stark differences in energy security across major economies. From disrupted aluminium supply chains to soybean trade tensions and a renewed push toward coal and renewables, this episode unpacks the shifting dynamics driving today’s volatile markets.
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The skinny
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