An in-depth analysis of global commodity disruptions: from a record-breaking summer drought shrinking French wine crops to a structural shift as Shanghai nickel volumes triple. Meanwhile, fresh tanker attacks in the Strait of Hormuz trigger a 5% oil price spike, soaring AI data center demand drives a 1,038% surge in US regional power capacity charges, and impending US tariffs threaten an 85% drop in northeastern Brazilian sugar freight.
Podden och tillhörande omslagsbild på den här sidan tillhör
The Commodities Institute. Innehållet i podden är skapat av The Commodities Institute och inte av,
eller tillsammans med, Poddtoppen.