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

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

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

In today’s episode of The Commodities Institute Podcast, we break down the sudden ousting of BP’s Chairman and its immediate impact on oil markets. We then pivot to the dry freight sector, where surging domestic prices have forced India to cancel massive soymeal export contracts and pivot to African imports. We also analyze the historic lows in US winter wheat crop ratings, examine the rapid acceleration of US-Thailand LNG negotiations following infrastructure damage in Qatar, and discuss why the multi-billion dollar rush into critical minerals might trigger a catastrophic global oversupply. 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

Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows

Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz shipping disruptions, and QatarEnergy's extension of a force majeure that cancels 17 LNG cargoes bound for Europe. We also break down China's structural shift toward becoming a net exporter of refined zinc by 2026, track the 100% doubling of Russian seaborne grain exports, and assess the improving weather outlook for Ivory Coast's critical cocoa mid-crop. 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

Energy Storage Booms While Europe Gas Dips & Wheat Taxes Cut

On today’s episode of The Commodities Institute Podcast, we break down the massive market distortions caused by the Iran war. We analyze the IEA’s warning of a looming July “red zone” as 14 million barrels of daily oil vanish, Equinor’s alert on critical European gas shortages, and how a record-breaking quarter for U.S. energy storage is colliding with federal policy freezes. Plus, we cover shifting Indonesian nickel policies, surging Southeast Asian rice rates ahead of El Niño, and Gina Rinehart’s $250 million backing to break Chinese dominance in rare earths. 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