EPISODE · Jul 29, 2026 · 6 MIN
6.8 GW Grid Deficit, US Rare Earth Action, 5% Rice Gain & 1.7M Sugar Deficit
from The Commodities Institute Podcast · host The Commodities Institute
OPEC+ prepares to pause production hikes leaving two million barrels per day offline, while PJM Interconnection confronts a six point eight gigawatt grid deficit driven by soaring data center demand. Simultaneously, Washington is deploying capital to secure a hundred and fifty million dollar rare earth project in Madagascar, counterbalancing China's metal dominance where first-half copper imports dropped thirteen percent. In agricultural and freight channels, global sugar deficits are expanding to one point seven million metric tons, Russian grain terminals are capping truck access amid Black Sea strikes, and Brazil projects a record hundred and fifteen point four million metric tons of soybean exports.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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6.8 GW Grid Deficit, US Rare Earth Action, 5% Rice Gain & 1.7M Sugar Deficit
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