EPISODE · Apr 9, 2026 · 8 MIN
Oil Toll Shock, China Copper Pivot, LNG Spike and Argentina Corn Boom
from The Commodities Institute Podcast · host The Commodities Institute
As a fragile two-week ceasefire takes hold in the Middle East, Emily Costa analyzes the "scarring" of the global LNG market and the potential for a permanent $2 million Iranian transit toll in the Strait of Hormuz. We explore why China is aggressively rejecting record-high copper prices, how Saudi Arabia's vital East-West pipeline remains under fire, and the massive shift in aluminum trade flows as Rusal pivots to Japan. Plus, a record-breaking corn forecast from Argentina offers a rare bright spot amidst global fertilizer price hikes.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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Oil Toll Shock, China Copper Pivot, LNG Spike and Argentina Corn Boom
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