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

An episode of [The Commodities Trade Institute Podcast](https://invisiblenetwork.ai/podcast/1826784341), 25 Sep 2026, 6:06.

Audio: https://anchor.fm/s/10747c694/podcast/play/126287989/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-25%2F432639938-44100-2-5331d1022c1ee.m4a

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 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 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

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