UN’s agricultural warnings, European Solar Surge, and Chile’s Copper Acid Crunch

The Commodities Trade Institute Podcast · Apr 23, 2026 · 5m

As Iran seizes ships in the Strait of Hormuz, Brent crude breaks the $100 barrier, sparking a chain reaction across global markets. From a critical sulphuric acid shortage threatening Chilean copper to a massive surge in European rooftop solar demand, host Emily Costa breaks down how the Middle East conflict and extreme weather are fundamentally reshaping commodity flows. We also examine the UN’s dire agricultural warnings and the record-breaking pace of U.S. energy exports.

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