# China's Metal Threat, $16B Power Grid Caps, and Brazil's 14% Coffee Jump

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/china-s-metal-threat-16b-power-grid-caps-and-brazil-s-14-coffee-jump
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/china-s-metal-threat-16b-power-grid-caps-and-brazil-s-14-coffee-jump.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-07-16T12:52:56+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/Chinas-Metal-Threat--16B-Power-Grid-Caps--and-Brazils-14-Coffee-Jump-e3m5jj9
Audio file: https://anchor.fm/s/10747c694/podcast/play/122915881/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-16%2Faee3807f-4400-5da8-71ab-08188866d24c.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/china-s-metal-threat-16b-power-grid-caps-and-brazil-s-14-coffee-jump
Duration seconds: 679

## Resource

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

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## Transcript

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