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We analyze the deepening industrial impact of the Middle East conflict, from the 6% drop in Gulf aluminum production to the near-standstill in the Strait of Hormuz. We explore Singapore’s emergency LNG procurement, China’s 10-year agricultural shift, and the UK’s radical plan to decouple power prices from volatile gas markets.

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Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341

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