US-EU Mineral Pact, EU Steel Rebounds, and the 90-Day Jones Act Extension

The Commodities Trade Institute Podcast · Apr 27, 2026 · 9m

An analytical exploration of the dual crises facing global markets: a historic El Niño threatening food security and the Iran war paralyzing the Strait of Hormuz. We detail the 120 billion cubic metre LNG supply gap, the record-breaking surge in US energy exports, and the strategic US-EU partnership to secure critical mineral supply chains.

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