Podcasts · The Commodities Trade Institute Podcast

Supercharged Tanker Rates, $605B Farm Debt, Nickel Clashes & Coal Revival

9 Oct 2026 · 6:59 · S3 E68

Episode Supercharged Tanker Rates, $605B Farm Debt, Nickel Clashes & Coal Revival

0:00 6:59

Russian grain export capacity surges 170% through Baltic terminals amid Black Sea strikes, while US farm debt hits a record $605 billion with mounting vendor debt hidden from official tallies. Glencore targets an $88 billion Australian listing driven by copper electrification as MMG fights European regulators over a $500 million Brazilian nickel buyout. Supertanker freight rates spike to $80 million to shut US crude arbitrage into Asia, Shell partially restarts Qatar’s Pearl facility, and an 80% price discount against LNG triggers a 30-million-ton fourth-quarter coal shipping surge.

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