EPISODE · Jul 10, 2026 · 14 MIN
Grid Costs Hit $28K; Fuel Margins Peak at $64 as US Smelters Revive Amid Soy & Rail Crunches
from The Commodities Institute Podcast · host The Commodities Institute
A comprehensive analysis of critical fractures across global commodity networks. This episode explores the unprecedented $27,698/MW power price spikes on the PJM grid, surging fuel refining margins driven by Russia's diesel export ban, the strategic revival of idled Western aluminum smelters, and agricultural supply chain disruptions spanning China, Argentina, and Ukraine. 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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Grid Costs Hit $28K; Fuel Margins Peak at $64 as US Smelters Revive Amid Soy & Rail Crunches
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