Pipeline Outage Risks 4% Oil, $26 LNG, Russian Grain Shock, Yttrium

Podcast: The Commodities Trade Institute Podcast · The Commodities Institute

Opublikowano: 2026-09-14

A drone strike on Saudi Arabia's East-West pipeline puts four percent of global crude supply at immediate risk as Yanbu storage dwindles to a five-day cushion, propelling crude above one hundred dollars per barrel alongside record twenty-six-dollar Asian LNG spot rates. Meanwhile, escalating Black Sea warfare slashes Russian seaborne grain exports by sixty-two percent, shifting agricultural flows toward South America where Argentine soybean sales top one million tons. In industrial metals, a one-hundred-million-dollar banking probe hits iron ore trader Radiant World as China tightens its geopolitical chokehold on yttrium, even as surging Brazilian deliveries begin replenishing twenty-six-year low exchange...