Episode
Asia’s 1M Barrel per Day Fuel Loss, US Farmers Bet on Lentils, and the EU-US Mineral Pact
- Published
- Apr 24, 2026
- Duration seconds
- 366
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/asia-s-1m-barrel-per-day-fuel-loss-us-farmers-bet-on-lentils-and-the-eu-us-mineral-pact/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/asia-s-1m-barrel-per-day-fuel-loss-us-farmers-bet-on-lentils-and-the-eu-us-mineral-pact.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Today we break down the cascading effects of the Iran war on global markets, from the technical refining shifts causing a diesel shortage in Asia to the "protein-maxxing" craze saving US farms. We explore why China is the primary winner in the aluminum sector and how European energy security is at risk as gas storage targets slip. 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 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