# Drone Strikes Hit Freight, Rio Tinto Costs Rise, and Mexico Sugar Quota Jumps

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/drone-strikes-hit-freight-rio-tinto-costs-rise-and-mexico-sugar-quota-jumps
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/drone-strikes-hit-freight-rio-tinto-costs-rise-and-mexico-sugar-quota-jumps.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-07-15T17:20:36+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/Drone-Strikes-Hit-Freight--Rio-Tinto-Costs-Rise--and-Mexico-Sugar-Quota-Jumps-e3m4hcv
Audio file: https://anchor.fm/s/10747c694/podcast/play/122880863/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-15%2Fd9f2a528-236f-82b4-17c9-d859800117a9.mp3
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Duration seconds: 568

## Resource

Ukrainian drone strikes in the Sea of Azov damage 116 vessels, disrupting Russian agricultural exports, while severe drought on the Rhine River forces German cargo barges to operate near-empty, risking industrial shutdowns. Meanwhile, escalating military tensions in the Strait of Hormuz push oil prices higher as U.S. clean energy projects face $83 billion in delays, Shell advances its $16.4 billion acquisition of ARC Resources, and Rio Tinto battles rising diesel costs despite beating iron ore forecasts. In agriculture, Brazil projects a record 360 million metric ton grain crop, and U.S. quotas for Mexican sugar imports jump to 1.35 million short tons. 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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