43:I[185,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"SendEmailButton"] 45:I[63625,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"AddToLibraryButton"] 46:I[29721,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"ShareButton"] 47:I[58016,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"ProcessEpisodeButton"] 48:I[45269,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0jo3du-icy6v2.js","/_next/static/chunks/15cy49d~_zsjj.js","/_next/static/chunks/0..ktetnpeix7.js","/_next/static/chunks/0_htf5~kl..m1.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"SignupCTA"] 3c:["$","h1",null,{"className":"max-w-[22ch] font-display text-[clamp(32px,4.5vw,48px)] font-medium leading-[1.05] tracking-[-0.02em] text-[color:var(--fg-1)] text-balance","children":"Oil Reserves, Aluminum Shortages, Gas Diversions, and the Brazil Soy Freeze"}] 3d:["$","div",null,{"className":"flex flex-wrap items-center gap-x-4 gap-y-1 font-mono text-[12px] uppercase tracking-[0.1em] text-[color:var(--fg-3)]","children":[["$","time",null,{"dateTime":"2026-03-12T10:41:50.000Z","children":"March 12, 2026"}],["$","span",null,{"aria-hidden":true,"children":"·"}],["$","span",null,{"children":"00:06:23"}],false]}] 44:T42a,

In this episode, we analyze the seismic shifts across global markets as the conflict in the Middle East paralyzes the Strait of Hormuz. We break down the International Energy Agency’s record-breaking four hundred million barrel oil release, the sudden freeze in Middle Eastern aluminum supplies, and why American liquefied natural gas is making a surprise return to Chinese ports.

www.commoditiesinstitute.com

Instagram - www.instagram.com/commoditiesinstitute

Facebook - www.facebook.com/61584221970761

TikTok - www.tiktok.com/@commoditiesinstitute

YouTube - www.youtube.com/@commoditiesinstitute

Listen to the Podcast:

Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ

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

Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy