Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee

from The Commodities Institute Podcast · host The Commodities Institute

We explore a massive rotation in global markets as mining ETFs double to $87.4 billion and Brent crude climbs past $115. From Bunge’s surging profit forecasts and Brazil’s record 71.4 million-bag coffee crop to the geopolitical scramble for tungsten and Shell’s $15 billion LNG Canada stake sale, we analyze how the Iran war is reshaping trade flows and investor sentiment.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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This episode is 8 minutes long.

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This episode was published on April 30, 2026.

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