EPISODE · Jan 29, 2026 · 7 MIN
Record metals, Rising oil, and the Seven Dollar Gas Spike
from The Commodities Institute Podcast · host The Commodities Institute
This episode analyzes the explosive rally in precious metals as gold crosses five thousand two hundred dollars, the geopolitical risk premium elevating crude oil amid United States and Iran tensions, and the dramatic surge in natural gas prices following extreme winter weather. We also examine the shifting landscape of energy assets with the Lukoil-Carlyle deal and the logistics-driven volatility in global grain markets.
What this episode covers
This episode analyzes the explosive rally in precious metals as gold crosses five thousand two hundred dollars, the geopolitical risk premium elevating crude oil amid United States and Iran tensions, and the dramatic surge in natural gas prices following extreme winter weather. We also examine the shifting landscape of energy assets with the Lukoil-Carlyle deal and the logistics-driven volatility in global grain markets.
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Record metals, Rising oil, and the Seven Dollar Gas Spike
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