Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows

from The Commodities Institute Podcast · host The Commodities Institute

Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz shipping disruptions, and QatarEnergy's extension of a force majeure that cancels 17 LNG cargoes bound for Europe. We also break down China's structural shift toward becoming a net exporter of refined zinc by 2026, track the 100% doubling of Russian seaborne grain exports, and assess the improving weather outlook for Ivory Coast's critical cocoa mid-crop.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 9 minutes long.

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This episode was published on May 27, 2026.

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