AI Critical Minerals & Strait of Hormuz Paralysis: Oil, LNG, and Fertilisers Cost are Soaring

from The Commodities Institute Podcast · host The Commodities Institute

A widening U.S.–Iran conflict has frozen shipping through the Strait of Hormuz, stranded more than two hundred vessels, and forced Qatar to halt LNG production. Oil is up twelve percent in days, European gas has surged nearly seventy percent, tanker rates have quadrupled, and Asia is scrambling for crude and fertiliser. We unpack the ripple effects across energy, agriculture, metals, and freight.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy

Episode metadata supplied by the publisher feed · Published Mar 5, 2026

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AI Critical Minerals & Strait of Hormuz Paralysis: Oil, LNG, and Fertilisers Cost are Soaring

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