Podcasts · The Commodities Trade Institute Podcast

Rare Earth Gaps, Soy Premiums, and Tankers Hit $1.3M

25 Sep 2026 · 6:06 · S3 E58

Episode Rare Earth Gaps, Soy Premiums, and Tankers Hit $1.3M

0:00 6:06

Daily supertanker charter rates have reached a record 1.27 million dollars as diverted Saudi crude overwhelms Gulf transfer hubs, while commercial transits through the Strait of Hormuz have collapsed to just nine vessels. In Europe, natural gas prices topping 80 euros per megawatt hour are driving a 25 percent rebound in coal-fired generation, matching long-term thermal commitments in India. Concurrently, bilateral trade negotiations in Washington highlight the United States' ongoing reliance on Chinese rare earths to meet 58 percent of domestic consumption, Indian smelters petition to unlock 5.11 billion dollars in tied-up copper capital, and unseasonal Midwest rains create acute cash premiums for prompt soybeans as processing plants idle lines.

https://www.commoditiesinstitute.com

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

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

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

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

LinkedIn - https://www.linkedin.com/company/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

Links in the notes 8

The episode on the publisher’s site (opens in a new tab)

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.