Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee

The Commodities Trade Institute Podcast · Apr 30, 2026 · 8m

We explore a massive rotation in global markets as mining ETFs double to $87.4 billion and Brent crude climbs past $115. From Bunge’s surging profit forecasts and Brazil’s record 71.4 million-bag coffee crop to the geopolitical scramble for tungsten and Shell’s $15 billion LNG Canada stake sale, we analyze how the Iran war is reshaping trade flows and investor sentiment.

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