Supply Disruptions Across Oil, Fertilizer, and Freight Indicate a Broad Commodities Repricing

The Commodities Trade Institute Podcast · Mar 23, 2026 · 7m

How the Iran conflict is reshaping oil flows, tightening global energy markets, and triggering ripple effects across agriculture, metals, and supply chains. From surging diesel costs to looming food inflation risks, this episode unpacks the interconnected pressures facing the commodities world.

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