Supercharged Tanker Rates, $605B Farm Debt, Nickel Clashes & Coal Revival

Podcast: The Commodities Trade Institute Podcast · The Commodities Institute

Opublikowano: 2026-10-09

Russian grain export capacity surges 170% through Baltic terminals amid Black Sea strikes, while US farm debt hits a record $605 billion with mounting vendor debt hidden from official tallies. Glencore targets an $88 billion Australian listing driven by copper electrification as MMG fights European regulators over a $500 million Brazilian nickel buyout. Supertanker freight rates spike to $80 million to shut US crude arbitrage into Asia, Shell partially restarts Qatar’s Pearl facility, and an 80% price discount against LNG triggers a 30-million-ton fourth-quarter coal shipping surge. https://www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram...