LNG & Oil Shock Drives Prices Higher While Aluminium Gains and Global Trade Faces Severe Disruption

from The Commodities Institute Podcast · host The Commodities Institute

A historic shock is reshaping global commodities as Middle East tensions disrupt energy flows and trade routes. Oil is surging amid major supply losses, LNG markets are tightening with record U.S. exports, and China is reselling cargoes to capture high prices. Meanwhile, aluminium is rising on supply constraints, agriculture is feeling the squeeze from fuel costs, and global shipping delays are adding further pressure. This episode unpacks how these disruptions are transforming prices, trade flows, and economic stability. 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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This episode is 8 minutes long.

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This episode was published on April 2, 2026.

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