Metals Glut Warning, US Wheat Hits 1986 Low, & BP Stock Drops 10%

US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock

The US-Iran war has propelled US oil exports to a record 10.5 million bpd, fracturing OPEC's market share to an all-time low of 22%. Meanwhile, Beijing's stringent export controls on indium phosphide have driven AI data center chip wafer prices up 250% to $5,000, while a parallel 60% surge in retail diesel prices plunges Thai rice farmers into a severe debt trap. https://www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - https://www.instagram.com/commoditiesinstitute Facebook - https://www.facebook.com/61584221970761 TikTok - https://www.tiktok.com/@commoditiesinstitute YouTube - https://www.youtube.com/@commoditiesinstitute Listen to the Podcast: Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341 Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy

11 Million Barrels Per Day Lost, Farm Fuel Soars, China Rewires Energy and Trade

We take a look at the Energy Information Administration’s warning of record-low oil stockpiles, the growing strain on U.S. agriculture, India’s push to secure coal and nickel supplies, China’s evolving role in global grain markets, accelerating clean-energy investment in China, Germany’s power-led industrial recovery, and the latest developments in global grain trade and freight flows. https://www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - https://www.instagram.com/commoditiesinstitute Facebook - https://www.facebook.com/61584221970761 TikTok - https://www.tiktok.com/@commoditiesinstitute YouTube - https://www.youtube.com/@commoditiesinstitute Listen to the Podcast: Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341 Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy

Steel Exports Hit 5-Month High, US Wheat Moves, & El Nino Threatens Rice Supply

In today's episode, we analyze China's dramatic 29% drop in crude oil imports to an eight-year low and how it is ironically easing global price pressures amid the ongoing Hormuz blockade. In the agricultural sector, we explore why Brazil's historic farming edge over the US is collapsing under the weight of soaring imported fertilizer costs. Plus, we unpack the recovery of Asian LNG demand, Russia's mandated cuts to June crude exports, and the European Union's aggressive new proposal to tax electricity cheaper than gas. https://www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - https://www.instagram.com/commoditiesinstitute Facebook - https://www.facebook.com/61584221970761 TikTok - https://www.tiktok.com/@commoditiesinstitute YouTube - https://www.youtube.com/@commoditiesinstitute Listen to the Podcast: Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341 Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy

EU Steel Tariffs Hit Ukraine, US Crude Drops 3.3M Bbls & Fertilizer Up 55%

In today’s episode, we break down the unintended consequences of geopolitical conflict across global commodity supply chains. We analyze the EU’s controversial 50% tariff on excess steel threatening Ukraine’s war-torn industry, and unpack the FTC's probe into a 55% surge in fertilizer prices choking US farmers. Plus, discover how changing weather and shipping costs are forcing Brazil to pivot its wheat freight away from Argentina, why Russia is financing a massive $16.5 billion nuclear plant in Kazakhstan, and how smaller oil producers like Brunei and Gabon are cashing in on the closure of the Strait of Hormuz. https://www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - https://www.instagram.com/commoditiesinstitute Facebook - https://www.facebook.com/61584221970761 TikTok - https://www.tiktok.com/@commoditiesinstitute YouTube - https://www.youtube.com/@commoditiesinstitute Listen to the Podcast: Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341 Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy

Solar Costs Spike 20%, Rice Exports Drop 7%, Aluminum Disrupts Energy, & Oil Waivers Miss Mark

In today’s briefing, we analyze the profound ripple effects of the ongoing Middle East conflict across the global commodities spectrum. We unpack how soaring aluminum prices are threatening the U.S. solar buildout, why the domestic Jones Act waiver is failing to curb high gasoline prices, and the shifting dynamics in global dry freight as Indian rice exports slump. Plus, a look at record-breaking sugar yields in Brazil and the looming U.S. tariffs reshaping the copper trade. https://www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - https://www.instagram.com/commoditiesinstitute Facebook - https://www.facebook.com/61584221970761 TikTok - https://www.tiktok.com/@commoditiesinstitute YouTube - https://www.youtube.com/@commoditiesinstitute Listen to the Podcast: Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341 Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy