Global commodity markets remain focused on supply security and infrastructure. This episode examines the reported movement of roughly 90 million barrels of oil through offshore transfer networks near the Strait of Hormuz, tightening gasoline balances in the U.S. and Europe, growing concerns over critical mineral dependence on China, and the rapid buildout of dedicated power infrastructure for AI data centers. We also explore rising soybean acreage in India, record grain inventories, expanding EU grain exports, and the freight implications of shifting 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