Shows / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Each trading day, Lucas and Luna sit at a commodities-trading desk and examine the forces moving oil, gold, wheat, copper, and other raw material markets. They ground every conversation in the day's price action, inventory reports, weather patterns, geopolitical developments, and currency moves that drive supply and demand. Lucas brings the macro context — central bank policy shifts, manufacturing PMIs, and freight costs — while Luna presses on the micro: what a strike at a Chilean copper mine…
Episodes
The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material MarketsWhy Coffee Prices Are Defying Energy Drops
Lucas and Luna examine how Arabica coffee prices have surged despite falling energy costs, revealing the structural supply constraints in Brazil and Vietnam…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Chocolate Prices Defy the Energy Drop
Despite oil and natural gas prices falling sharply in November 2026, global chocolate costs are climbing. We explore how extreme weather in West Africa is…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Oil Glut That Is Quietly Breaking The Market
Lucas and Luna unpack why crude prices are sliding while inflation holds steady. With oil down five percent in the last five days, we look at the structural…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Gold Hits Record Highs While Oil Crashes
We are looking at a market in November 2026 where crude oil has plummeted nearly six percent over the last five days, yet gold is climbing toward four thousand…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Oil Glut That Is Quietly Breaking The Market
Crude oil prices have plunged over six percent in just five days, with benchmark contracts dropping below ninety dollars while gold climbs toward record highs…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Real Cost of Your Morning Coffee
With crude oil falling nearly five percent in five days and the energy sector bleeding value, most investors are looking at the wrong part of the commodities…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Silent Squeeze on Global Commodity Supply Chains
With oil prices tumbling nearly twenty percent in a single week and gold hitting fresh highs, the traditional correlation between energy costs and inflation…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Silent Squeeze on Global Commodity Supply Chains
Lucas and Luna dissect the structural fragility of global raw material logistics, focusing on how port congestion and shipping delays are creating hidden…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Energy Deflation Shock in 2026
Oil prices have dropped six percent in five days while gold holds near four thousand dollars. We look at why energy deflation is reshaping inflation…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Real Cost of Your Morning Coffee
We are tracking why coffee prices have spiked to nearly two hundred and eighty seven dollars a pound despite a global slowdown in industrial demand. Lucas…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Chocolate Prices Defy the Energy Drop
Chocolate prices have surged nearly five percent this week even as energy costs stabilize, creating a puzzling disconnect for consumers and analysts alike. In…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Chocolate Prices Are Defying the Energy Drop
While oil and natural gas prices have retreated, cocoa costs are climbing, pushing Halloween candy bills higher. We look at why Hershey and other confectioners…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Copper Supply Crisis and Green Tech Bottlenecks
Lucas and Luna explore why copper prices are climbing despite broader economic headwinds. With the transition to electric vehicles and renewable energy…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Nitrogen Fertilizer Price Shock and Food Inflation
With core CPI holding at 338.9 in September, food prices remain stubbornly sticky despite lower energy costs. Lucas and Luna examine the nitrogen fertilizer…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Food Prices Defy Energy Drops
Energy costs have fallen, yet grocery bills keep climbing. We drill into the nitrogen fertilizer price shock and how supply chain bottlenecks are keeping food…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Your Groceries Keep Rising Despite Lower Energy Costs
We explore the stubborn rise in food prices this October, even as oil and natural gas costs have cooled. Lucas and Luna break down how fertilizer shocks from…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Brazil’s Election Reshapes Global Commodity Flows
With Lula securing a second term in Brazil’s October runoff, the world’s top coffee and sugar exporter faces a critical policy pivot. Lucas and Luna examine…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Nitrogen Fertilizer Price Shock
Natural gas prices have surged over six percent in five days, driving a sharp increase in nitrogen fertilizer costs that is reshaping global agricultural…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Commodity Currency Trap
Why the US dollar's strength is masking a deeper crisis in global commodity pricing, and what it means for manufacturers. We dive into the disconnect…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Is Ignoring The Economic Slowdown
Oil prices are hovering near one hundred dollars a barrel despite clear signals of slowing global growth and weakening industrial demand. We break down the…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Copper Shortage Squeezing Global Manufacturing
Lucas and Luna unpack why copper prices are hitting record highs in October 2026 despite a cooling global economy. They examine the structural supply deficit…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Aluminum Shortage Squeezing Global Manufacturing
Lucas and Luna explore why aluminum prices are decoupling from oil, driven by a structural supply crunch rather than demand spikes. With BZ crude up three…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Hidden Toll of Moving Raw Materials
We look at why shipping costs for commodities like copper and wheat are rising faster than the materials themselves, squeezing manufacturers and inflating…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Is Ignoring The Economic Slowdown
Lucas and Luna dissect the paradox of crude oil trading near one hundred dollars a barrel while global manufacturing signals soften. With Brent hovering at one…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Copper Shortage Squeezing Global Manufacturing
Lucas and Luna dig into the structural copper deficit that is quietly raising costs for everything from electric vehicles to construction. With prices climbing…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Green Premium in Raw Material Costs
Lucas and Luna dissect why green aluminum costs significantly more than conventional inputs, exploring the structural shift in energy markets as October 2026…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Shipping Toll Squeezing Commodity Prices
With oil prices surging nearly six percent in the past week and shipping costs climbing, the economics of moving raw materials are under intense scrutiny…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Shipping Toll Squeezing Commodity Prices
In October 2026, crude oil and Brent are surging while agricultural futures soften, creating a confusing spread for traders. We drill into the hidden logistics…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Steel Price Paradox in 2026
Steel prices are hitting records while oil crashes, creating a strange new inflation dynamic. Lucas and Luna unpack why raw material costs are sticking even as…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Hidden Cost of Moving Raw Materials
We drill into the logistics premium that is quietly reshaping commodity pricing in late 2026. With crude oil futures climbing over two percent in five days to…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Hidden Cost of Moving Raw Materials
We explore the invisible infrastructure that determines whether your coffee, copper, or crude oil actually reaches you. With shipping rates fluctuating and…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Invisible Cost of Moving Raw Materials
We drill into the shipping logistics crisis reshaping commodity markets right now. With dry bulk freight rates climbing sharply in October 2026, the cost of…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The $76 Million Supertanker Shock
Why a single supertanker charter cost seventy-six million dollars to ship crude from the Gulf Coast to China, and what that ten-fold premium reveals about…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Cotton Prices Are Soaring Right Now
With cotton futures jumping over nine percent in five days, we look at the structural squeeze behind the spike. Lucas and Luna break down how global supply…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Cotton Prices Are Soaring Right Now
Cotton futures have surged over seven percent in five days, reaching levels that are reshaping global textile supply chains. Lucas and Luna examine why this…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Real Cost of Green Aluminum
We look at why aluminum is becoming the most critical bottleneck in the green energy transition. With prices hitting record highs in 2026, we break down the…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Real Cost of Green Aluminum
In Episode 205, Lucas and Luna explore why aluminum costs more than oil in the current market. With green energy mandates driving demand for low-carbon metal…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Green Premium Why Aluminum Costs More Than Oil
Oil prices have softened, but aluminum is hitting record highs in October 2026. We break down the supply bottleneck reshaping green energy costs, from smelter…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Natural Gas Winter Premium
As October 2026 arrives, natural gas futures are trading near two point nine five dollars while winter energy crunches loom in Europe. Lucas and Luna examine…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Inflation Paradox Why Prices Stick
Oil and copper are falling, yet core inflation remains stubbornly above two percent. Lucas and Luna dissect the disconnect between raw material costs and…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Inflation Persists Despite Falling Oil Prices
Lucas and Luna explore the disconnect between collapsing crude prices and sticky consumer inflation. With Brent falling over ten percent in five days while…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Steel Prices Are Breaking Records in 2026
With a new fifteen billion dollar steel plant announced this week, we examine the structural shift in American manufacturing. We look at how global supply…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Aluminum Bottleneck Reshaping Green Energy Costs
With aluminum prices surging alongside oil and gold in late September 2026, the green energy transition faces a hidden cost. We break down why primary aluminum…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Diesel Premium in September 2026
Lucas and Luna dissect why diesel prices are surging while crude oil falls, exploring the structural squeeze in European refining capacity and the impact of…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Gold Is Defying The Oil Crash
In September 2026, gold has surged to four thousand three hundred twenty dollars while crude oil drops sharply. Lucas and Luna explore this historic…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Diesel Is Outpacing Oil in September
Lucas and Luna break down the surprising divergence between crude oil and diesel prices in late September 2026. With diesel surging nearly seven percent over…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Rising While Oil Plummets
With crude oil futures down nearly eight percent in five days and gold sliding, the commodity market is presenting a confusing divergence. Yet copper is…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Diesel Export Ban That Could Reshape Global Energy Trade
With crude oil sliding five days in a row to eighty-nine dollars and breakeven inflation ticking down, we’re looking at the unexpected driver of market…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Crashed But Inflation Didn't Follow
Oil prices have plunged over ten percent in just five days, yet core inflation remains sticky. We examine why the traditional link between energy costs and…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Coffee Prices Are Collapsing Right Now
Lucas and Luna dissect the sharp seven point five percent weekly drop in coffee futures, tracing it back to a massive Brazilian harvest and shifting consumer…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Gold-Oil Divergence Explained
Lucas and Luna dissect the widening gap between oil prices holding near one hundred dollars and gold surging past four thousand four hundred dollars. With core…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Coffee Shock and Consumer Habits
With coffee futures plummeting nearly ten percent in just five days, the global commodity market is sending a mixed signal. While oil and gold remain elevated…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Hidden Cost of Silver in Green Tech
With silver prices surging nearly four percent in just five days and hitting sixty-five dollars an ounce, this episode examines the structural squeeze on…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Coffee Price Shock and Consumer Habits
Coffee prices have plummeted over ten percent in five days, yet the broader commodity market tells a different story. Lucas and Luna explore why this sharp…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Real Cost of War on Global Oil Markets
With crude prices hovering near one hundred five dollars a barrel and the ten-year yield hitting a nineteen-year high, we examine how geopolitical friction is…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Falling While Oil Surges
Oil prices have spiked over six percent in five days, yet copper—the metal essential for electrification and grid upgrades—is dropping more than six percent…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Oil Price Paradox in September 2026
Crude oil prices have surged past one hundred dollars while broader economic indicators suggest cooling demand, creating a stark divergence from historical…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The $100 Oil Shock and Consumer Squeeze
Oil prices just snapped back to one hundred dollars a barrel while core inflation stubbornly holds above three percent. Lucas and Luna break down the mechanics…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Cotton Prices Are Defying the Commodity Selloff
With oil surging nearly seven percent in five days and gold holding steady near four thousand dollars, most commodity markets are moving on geopolitical fear…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Prices Are Defying the Economic Slowdown
With crude oil surging past one hundred three dollars a barrel and Brent near one hundred nine, we are seeing a market that refuses to heed the warnings of…