Episode
Global Commodities: Infrastructure 101
- Podcast
- At Any Rate
- Published
- May 15, 2026
- Duration seconds
- 778
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/at-any-rate-94814/episodes/global-commodities-infrastructure-101/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/at-any-rate-94814/global-commodities-infrastructure-101.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
As commodity analysts try to interpret the headlines on the Iran conflict, focus is increasingly turning towards potential recovery timeframes. Infrastructure, which was extensively damaged across the Middle East, plays a crucial role in this. Modern commodity markets are built on fragile supply chains and complex processing facilities, which require large investments and careful maintenance. In this episode, we cover the basics of infrastructure in gas and metals, as well as provide our regular update on conflict. Speakers: Otar Dgebuadze, European Natural Gas Greg Shearer, Head of Base and Precious Metals Strategy This podcast was recorded on May 15, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.