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 MarketsThe Oil Price Paradox in a Cooling Economy
Why crude oil prices are surging past one hundred dollars while the broader economy cools and consumer sentiment sours. We unpack the supply-side constraints…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Coffee Prices Are Rewriting Consumer Habits
Coffee futures have plunged nearly twelve percent in just five days, a sharp reversal that contradicts the broader commodity rally we are seeing in oil and…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Compressor Effect on Natural Gas Prices
We look at why natural gas is outperforming crude oil in a cooling economy, focusing on the infrastructure bottleneck and storage dynamics. With September…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Silent Crisis in Rural Land Markets
AI data centers are quietly reshaping rural land economics, turning agricultural acreage into high-value utility real estate. We examine how the surge in power…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Venezuela Oil Reshapes Global Supply
With Brent crude climbing above ninety-six dollars and West Texas Intermediate pushing past ninety-one, the global oil market is reacting to a major…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Is Spiking While Everything Else Cools
With crude oil surging six and a half percent in just five days to over ninety-one dollars, we are looking at a strange divergence in the commodities market…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Prices Are Surging Amid Global Cooling
Oil prices have jumped nearly seven percent in just five days, climbing toward ninety-one dollars a barrel while broader economic signals suggest a cooling…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Oil Prices Are Rewriting Corporate Margins
With crude oil climbing toward ninety dollars a barrel and energy stocks surging, we look past the headline numbers to see how rising fuel costs are quietly…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Hidden Cost of Copper in the Green Transition
We explore why copper prices are defying broader market cooling trends, driven by structural supply deficits and the electrification of everything. With…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Cotton Is Defying the Commodity Selloff
In this episode of The Commodities Economy, Lucas and Luna dig into cotton's 6.4 percent weekly surge while gold, silver, and coffee tumble. They examine…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Tariff Walls Reshape the Metals Trade
In this episode of The Commodities Economy, Lucas and Luna explore how the escalating U.S.-Canada trade war is redrawing the map for critical metals. With…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Gold Is the New Inflation Hedge
In this episode of The Commodities Economy, Lucas and Luna explore the surprising shift in gold's role as the economy cools. With gold at $4,530 an ounce…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Wheat and Corn Became the New Inflation Signal
In this episode of The Commodities Economy, Lucas and Luna dig into the surprising divergence in today's commodity markets: while oil, gold, and coffee…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Wheat Is Outpacing Oil in a Cooling Economy
As oil prices slide, wheat futures have surged over eleven percent in five days. Lucas and Luna dig into the forces behind this divergence: a scorching summer…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Agricultural Commodities Are Defying the Oil Slump
In this episode of The Commodities Economy, Lucas and Luna unpack the striking divergence in commodity markets: while crude oil has tumbled more than six…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Compressor Effect How Natural Gas Is Beating Oil in a Cooling Market
In this episode of The Commodities Economy, Lucas and Luna dig into a strange disconnect in August 2026: oil prices have tumbled over eight percent in five…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Corn Is the New Copper
On this episode of The Commodities Economy, Lucas and Luna unpack the recent surge in corn futures, which climbed nearly nine percent in a single week even as…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Uranium Is the Quiet Winner in the Commodity Rally
While oil, gold, and corn dominate the headlines, a quieter commodity has been rallying steadily through 2026: uranium. In this episode, Lucas and Luna dig…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Nickel Is the New Copper in the EV Race
In this episode of The Commodities Economy, Lucas and Luna explore why nickel is quietly becoming the most strategic metal in the energy transition. With…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Cotton Is the New Inflation Canary
Cotton prices jumped 5.4% in five days, hitting 88.60 cents per pound, even as the broader economy shows signs of cooling. In this episode, Lucas and Luna…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Wheat and Corn Are Defying the Commodity Selloff
In late August 2026, wheat and corn futures are surging while oil and copper stall. This week, wheat is up 3.7 percent, corn up 8.1 percent, and cotton up 5.4…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Corn Futures Just Spiked Eight Percent
In this episode of The Commodities Economy, Lucas and Luna dig into the biggest mover of the week: corn futures jumped 8.6 percent in five days, far outpacing…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How a Cooling Economy Is Pushing Oil Toward Ninety Dollars
In this episode of The Commodities Economy, Lucas and Luna dive into the surprising strength of oil in August 2026. While economic data points to a slowdown —…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Hidden Toll of Cocoa's Rally: Why Your Chocolate Bar Costs More
Cocoa futures have surged past $10,000 per ton in 2026, and the rally is rewriting the economics of chocolate. In this episode, Lucas and Luna unpack why cocoa…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Coffee Prices Are Falling While Corn and Wheat Surge
In this episode of The Commodities Economy, Lucas and Luna investigate a striking divergence in August 2026: coffee prices have tumbled seven percent in a…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Wheat and Corn Rally While Oil Cools
Grain prices are surging while crude oil drifts lower, and in this episode we dig into why. Corn and wheat futures are up around five percent over the past…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Wheat and Corn Are Rallying While Everything Else Cools
In this episode of The Commodities Economy, Lucas and Luna dig into the unexpected surge in wheat and corn prices during a week when oil, gold, and most metals…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Energy Stocks Are Outperforming Oil Itself
Crude is drifting, but oil and gas producers are ripping higher. Lucas and Luna unpack the August 2026 divergence: WTI sits below $82 while the XLE jumps 6.2%…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Corn Is the New Oil in Commodity Markets
On this episode of The Commodities Economy, Lucas and Luna drill into one of the most striking moves of August 2026: corn futures up nearly 10 percent in five…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Natural Gas Is Quietly Outperforming Oil
In this episode of The Commodities Economy, Lucas and Luna dig into a surprising divergence in the energy complex: natural gas is up four percent on the week…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why a Cooling CPI Is Not Cooling Gold
Inflation is easing, the CPI is down, but gold just hit $4,450 an ounce. On this episode of The Commodities Economy, Lucas and Luna dig into the disconnect: if…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Gold Is Outpacing Oil in a Cooling Economy
In Episode 150 of The Commodities Economy, Lucas and Luna tackle a striking divergence: gold is up over seven percent in the past week while oil is barely…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is the Barometer for a Cooling Economy
On this episode of The Commodities Economy, hosts Lucas and Luna explore the surprising resilience of copper prices in a cooling global economy. With copper…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Real Cost of Your Morning Coffee
When coffee prices at the futures exchange drop, your local café's latte doesn't get cheaper. In this episode, Lucas and Luna break down the…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Cocoa Prices Are Rallying While Inflation Cools
Cocoa futures jumped more than two percent this week even as consumer inflation cooled and the broader commodity complex wobbled. In this episode, Lucas and…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Silver Is Outshining Gold in August 2026
Silver has surged more than 8 percent in the last five trading days, outpacing gold's solid gains. What's driving the white metal's…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Beating Oil in a Cooling Economy
Copper has been quietly outperforming oil in August 2026, and that divergence tells a bigger story about the economy. In this episode, Lucas and Luna dig into…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Beating Oil in a Cooling Economy
Copper is up more than 4 percent in a week while oil slides on easing Iran tensions. Lucas and Luna dig into the divergence: what it says about the global…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why OPEC Plus Is Raising Output While Oil Prices Climb
OPEC Plus just agreed to raise oil output in September, completing the rollback of voluntary cuts. But crude prices are climbing anyway, with Brent up over 7…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Outperforming Oil in August 2026
Copper prices are climbing while oil struggles to hold gains, signaling a shift in how markets view global growth. In this episode, Lucas and Luna unpack the…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Leading the Commodity Recovery While Oil Stalls
Copper futures hit $6.50 per pound, up 2.6% in five days, while crude oil languishes at $83.71. In this episode, Lucas and Luna examine why 'Doctor…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Corn and Wheat Are Rising While Soybeans Fall
In this episode of The Commodities Economy, Lucas and Luna break down the surprising divergence in grain markets: corn and wheat surging while soybeans tumble…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Silver Is Falling While Gold Rises
In this episode of The Commodities Economy, Lucas and Luna examine the sudden divergence between gold and silver. Gold has rallied to $4,116, up 1.2% on the…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil and Gold Are Decoupling as Iran Tensions Flare
WTI crude has plunged 8% in a week to $82 while gold holds above $4,100, a striking divergence. Lucas and Luna examine the forces splitting the two markets…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Strategic Oil Reserves Are Masking a Deeper Demand Problem
Crude oil just suffered its worst weekly drop in over two years, with WTI plunging 14.3% in five days to below $80 a barrel. While the stock market celebrates…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Coffee Surges 11 Percent While Inflation Fears Cool
Coffee futures have surged more than 11 percent in the past five trading days, bucking a broad commodity sell-off that has seen crude oil fall over 12 percent…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
The Great Grain Reversal Wheat Crashes While Corn Climbs
In this episode of The Commodities Economy, Lucas and Luna examine a striking divergence in grain markets as of July 27, 2026. Wheat futures have plunged 6.8%…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Oil Is Plunging on Iran's De-escalation Signal
West Texas Intermediate crude slides more than 6% after Iran signals it could halt attacks if a U.S. pause holds. Lucas and Luna break down the geopolitics…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Corn Is Surging While Coffee Crashes in July 2026
Corn futures have surged 7.6 percent in the past five days to $4.87 per bushel, while coffee has plunged 10.2 percent to $2.98 per pound. Lucas and Luna break…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Chocolate Stays Expensive When Cocoa Crashes
Cocoa futures have fallen 20% from their highs, yet chocolate bars at the register haven't budged. On this episode of The Commodities Economy, Lucas and…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Energy Surges While Coffee Crashes in July 2026
In late July 2026, crude oil is soaring—WTI up 7.3% in a week to $89, Brent up 8.5% to $97—while coffee futures are plunging 6.2%. Lucas and Luna explore the…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Lithium Is the New Battleground in Commodity Markets
Lucas and Luna drill into the lithium market, which has become the most volatile commodity in 2026. With prices down 60% from 2023 highs but rebounding sharply…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Crude Oil Above $100 Reshapes Commodity Markets
Brent crude has pushed past $100 a barrel for the first time since 2024, and the ripple effects are showing up across commodities. In this episode, Lucas and…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Oil Tanker Attacks Are Reshaping Global Shipping Routes
Lucas and Luna break down the impact of the recent Houthi strikes on Saudi Arabian oil tankers, which have pushed U.S. crude past $90 a barrel. They explain…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Natural Gas Is Quietly Outperforming Oil in July 2026
While oil grabs headlines with Brent surging past $93 on Red Sea tensions, natural gas has been quietly building a different kind of rally. Lucas and Luna…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Silver Is Outperforming Gold in July 2026
Gold has been grabbing headlines above $4,100, but silver is quietly up over 6% in the last five days—outpacing its yellow cousin by a wide margin. Lucas and…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Gold Is Surging Past 4000 While Inflation Cools
Gold has broken decisively above $4,000 per ounce in July 2026, even as CPI and core inflation readings show a clear cooling trend. Lucas and Luna unpack the…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Brent Is Surging Past WTI on Iran Strait Risk
Lucas and Luna unpack the sharp divergence between Brent and WTI crude as renewed Iran hostilities disrupt shipping through the Strait of Hormuz. Brent crude…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Soybean Oil Is the New Star in Commodity Markets
In this episode of The Commodities Economy, Lucas and Luna explore why soybean oil is suddenly outperforming other commodities in July 2026. With crude oil up…
- The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Extreme Weather Is Reshaping Commodity Supply Chains
In this episode of The Commodities Economy, Lucas and Luna examine how extreme weather events in 2026 are disrupting commodity supply chains. With Europe…