War Drains Diesel, Arctic Grain Reroutes, EV Metals & 5.7M T Soyoil

Podcast: The Commodities Trade Institute Podcast · The Commodities Institute

Opublikowano: 2026-09-22

Global diesel supplies plunge toward historic lows as United States retail prices breach six dollars a gallon, while prolonged war across the Middle East bottlenecks liquefied natural gas infrastructure. Simultaneously, Russian agricultural flows divert through Baltic and Arctic terminals as low Rhine water levels choke European shipping. Outside North America, an oil price shock doubles electric vehicle adoption rates, driving acute structural demand for copper and lithium, even as record Indian soyoil imports and unseasonal Brazilian coffee flowering reshape global agricultural balances. https://www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram...