# Trader Ferg: The Most Overlooked Commodities of the Iran War, ‘Worst Time Possible’ For Fertilizer Page: https://stenobird.com/podcast/palisades-gold-radio-237842/trader-ferg-the-most-overlooked-commodities-of-the-iran-war-worst-time-possible-for-fertilizer Text version: https://stenobird.com/podcast/palisades-gold-radio-237842/trader-ferg-the-most-overlooked-commodities-of-the-iran-war-worst-time-possible-for-fertilizer.md Podcast: [Palisades Gold Radio](https://stenobird.com/podcast/palisades-gold-radio-237842) Published: 2026-03-25T09:00:00+00:00 Episode link: https://palisadesradio.ca/trader-ferg-the-most-overlooked-commodities-of-the-iran-war-worst-time-possible-for-fertilizer/ Audio file: https://media.blubrry.com/palisade_radio/content.blubrry.com/palisade_radio/Palisades_Gold_Radio-Trader_Ferg-Mar_24_2026.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/palisades-gold-radio-237842/episodes/trader-ferg-the-most-overlooked-commodities-of-the-iran-war-worst-time-possible-for-fertilizer Duration seconds: 2980 ## Resource Stijn Schmitz welcomes back Trader Ferg to the show. Trader Ferg is a Full-time Trader & Author of the Trader Ferg Substack. In this wide-ranging discussion, Trader Ferg shares his insights on several critical commodity markets and geopolitical developments, focusing primarily on coal and corn as compelling investment opportunities. Regarding coal, Trader Ferg argues that the conflict in the Red Sea and disruptions to LNG infrastructure have created a structural shift that will drive thermal coal prices higher. He highlights the significant damage to LNG trains and the resulting long-term supply constraints, particularly for European energy markets. With European gas storage at historic lows and alternative supply routes limited, coal becomes an increasingly attractive alternative. Ferg expects thermal coal prices to potentially reach the low $200 per ton range, driven by Asian cooling demands and European energy needs. For corn, Trader Ferg sees significant potential due to fertilizer supply disruptions caused by conflicts in the Red Sea. The timing coincides with critical planting seasons, which could create acute shortages and price volatility. He prefers playing corn through options, citing the attractive volatility and low cost of entry compared to traditional equity plays. The conversation also explores broader macroeconomic trends, including the potential for gold to re-emerge as a settlement currency between nations. Ferg believes we’re witnessing an acceleration of de-dollarization, with countries like Russia exploring gold-based settlement mechanisms with Asian trading partners. On precious metals, Ferg remains bullish, viewing the current pullback as a temporary setback in a longer-term bull market. He anticipates continued inflationary pressures a… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/palisades-gold-radio-237842/episodes/trader-ferg-the-most-overlooked-commodities-of-the-iran-war-worst-time-possible-for-fertilizer/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/palisades-gold-radio-237842/trader-ferg-the-most-overlooked-commodities-of-the-iran-war-worst-time-possible-for-fertilizer.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.