EPISODE · Apr 10, 2026 · 7 MIN
Argentina's $165B Glacier Reform, Gulf Refining at 95%, and the Global Diesel Crunch
from The Commodities Institute Podcast · host The Commodities Institute
Emily Costa breaks down a pivotal week in global markets as Argentina passes a landmark reform to open glacier regions to lithium and copper mining. We analyze how the Iran war has pushed U.S. Gulf Coast refinery utilization to 95% while triggering a dire fuel crisis for farmers in Bangladesh. Plus, a look at Shell’s acceleration of the Loran-Manatee gas field and the USDA's latest update on how soaring fertilizer costs and drought are threatening U.S. grain plantings.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
What this episode covers
Emily Costa breaks down a pivotal week in global markets as Argentina passes a landmark reform to open glacier regions to lithium and copper mining. We analyze how the Iran war has pushed U.S. Gulf Coast refinery utilization to 95% while triggering a dire fuel crisis for farmers in Bangladesh. Plus, a look at Shell’s acceleration of the Loran-Manatee gas field and the USDA's latest update on how soaring fertilizer costs and drought are threatening U.S. grain plantings.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
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Argentina's $165B Glacier Reform, Gulf Refining at 95%, and the Global Diesel Crunch
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