The Commodities Trade Institute Podcast
The Commodities Trade Institute Podcast
The Commodities Institute
Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets
9 minutes Posted Jun 12, 2026 at 12:18 pm.
0:00
9:59
Download MP3
Show notes

U.S. gasoline inventories have fallen to decade lows as summer demand rises, while China’s crude imports dropped 29% amid accelerating transportation electrification. In agriculture, severe drought has pushed U.S. hard red winter wheat production toward its lowest level in decades, while ethanol is emerging as a potential marine fuel with major implications for corn demand. We also examine India’s push into rare earth processing, Europe’s solar security debate, rising gas turbine demand driven by AI infrastructure, and the freight challenges reshaping global trade flows.


https://www.commoditiesinstitute.com


FOLLOW US @commoditiesinstitute


Instagram - https://www.instagram.com/commoditiesinstitute


Facebook - https://www.facebook.com/61584221970761


TikTok - https://www.tiktok.com/@commoditiesinstitute


YouTube - https://www.youtube.com/@commoditiesinstitute


Listen to the Podcast:


Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ


Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341


Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy