AI Critical Minerals & Strait of Hormuz Paralysis: Oil, LNG, and Fertilisers Cost are Soaring

The Commodities Trade Institute Podcast · Mar 5, 2026 · 6m

A widening U.S.–Iran conflict has frozen shipping through the Strait of Hormuz, stranded more than two hundred vessels, and forced Qatar to halt LNG production. Oil is up twelve percent in days, European gas has surged nearly seventy percent, tanker rates have quadrupled, and Asia is scrambling for crude and fertiliser. We unpack the ripple effects across energy, agriculture, metals, and freight.

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