Episode
China's Metal Threat, $16B Power Grid Caps, and Brazil's 14% Coffee Jump
- Published
- Jul 16, 2026
- Duration seconds
- 679
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Summary
China's proposed rare earth restrictions put $6.5 trillion in Western industry at risk, while a series of Russian missile strikes on Ukrainian Black Sea ports slashes grain export capacity by one-third. Meanwhile, the U.S. soybean crush reaches a powerful 214 million bushels in June, and the PJM power grid issues critical alerts as massive data center load growth pushes peak capacity costs over $16 billion, offset regionally by Turkey’s staggering 60% boost in hydroelectric power that is displacing European natural gas demand. 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