Seabed Mining Ramps, Hormuz Hits 4 Ships, LNG Reaches $30 and Sugar Soars

Podcast: The Commodities Trade Institute Podcast · The Commodities Institute

Opublikowano: 2026-09-15

Persian Gulf hostilities slash Strait of Hormuz transits to just four vessels and propel Asian liquefied natural gas to thirty dollars, triggering fuel switching alongside the repeal of United States power plant carbon limits. Simultaneously, Washington moves to authorize Pacific deep-sea mining permits for critical battery minerals while Chinese steel run-rates drop to an eight-month low. Across agriculture and freight, an impending supply deficit sparks super bull market warnings in sugar, while a record two-hundred-and-twelve-million-bushel domestic soybean crush balances against twenty-four million metric tons of Ukrainian grain stranded by Black Sea port blockades. https://www.commoditiesinstitute.com<...