The 182 Million-Barrel Gamble, Russia’s Caspian Pivot, Europe’s Nuclear and the Palm Oil Crisis.

The Commodities Trade Institute Podcast · Mar 11, 2026 · 8m

As the conflict in the Middle East shutters the Strait of Hormuz, the International Energy Agency proposes a historic strategic oil release while global markets scramble to adapt. This episode explores the ripple effects across aluminum production in the Gulf, the resurgence of nuclear debates in Europe, Russia's tactical shift to Caspian Sea grain routes, and Zambia’s ambitious copper expansion.

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