In this episode, we break down the massive shift in global energy markets as a 60-day U.S.-Iran deal reopens the Strait of Hormuz, plunging physical crude prices and flipping Brent into contango. Plus, we analyze the lithium market's battery-driven rebound, a 22.3% surge in Asian coal imports, looming strike threats across Australia’s $150M-a-day iron ore operations, and the climate-driven agricultural crises hitting French livestock and Costa Rican coffee crops.


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