Mining Evolution, Energy Insecurity, and the Strait of Hormuz Blockade

The Commodities Institute Podcast

Mar 18, 2026•8 min•Season 2Ep. 51

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Episode description

Global commodity markets are being reshaped by a deepening Middle East conflict, triggering a seventy percent drop in Iraqi output, surging LNG and oil prices, and exposing stark differences in energy security across major economies. From disrupted aluminium supply chains to soybean trade tensions and a renewed push toward coal and renewables, this episode unpacks the shifting dynamics driving today’s volatile markets.

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Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy

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