$500M Metal Fraud, EU Gas, $100 Oil & Rate Earths

Podcast: The Commodities Trade Institute Podcast · The Commodities Institute

Opublikowano: 2026-09-18

Global crude benchmarks surge past one hundred dollars per barrel as the Strait of Hormuz remains constrained, while European natural gas inventories sit at a precarious sixty-seven percent ahead of winter. In freight and agriculture, drone strikes force Russian grain onto Caspian Sea routes, Australian immigration curbs jeopardize the wheat harvest, and India faces a ten million metric ton rice shortfall cushioned only by state reserves. Concurrently, upcoming White House trade negotiations highlight critical rare earths access, while a five hundred million dollar iron ore fraud dispute exposes severe liquidity strains in trade finance. ...