Frozen Fields, Tight Barrels, and a Bauxite Boom
Jan 27, 2026•8 min
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Episode description
Energy markets are juggling weather-driven supply shocks, OPEC+ restraint, and surging power prices, while China’s buying reshapes agriculture and metals trade flows. From U.S. oil outages and European gas policy to record South American soy and Guinea’s bauxite surge, this episode connects the dots across the global commodities landscape.
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