# EU Steel Tariffs Hit Ukraine, US Crude Drops 3.3M Bbls & Fertilizer Up 55%

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/eu-steel-tariffs-hit-ukraine-us-crude-drops-3-3m-bbls-fertilizer-up-55
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/eu-steel-tariffs-hit-ukraine-us-crude-drops-3-3m-bbls-fertilizer-up-55.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-05-29T10:31:32+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/EU-Steel-Tariffs-Hit-Ukraine--US-Crude-Drops-3-3M-Bbls--Fertilizer-Up-55-e3k2bvj
Audio file: https://anchor.fm/s/10747c694/podcast/play/120712627/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-29%2Fecf1e938-fc50-1d69-59a9-a3de9150548c.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/eu-steel-tariffs-hit-ukraine-us-crude-drops-3-3m-bbls-fertilizer-up-55
Duration seconds: 568

## Resource

In today’s episode, we break down the unintended consequences of geopolitical conflict across global commodity supply chains. We analyze the EU’s controversial 50% tariff on excess steel threatening Ukraine’s war-torn industry, and unpack the FTC's probe into a 55% surge in fertilizer prices choking US farmers. Plus, discover how changing weather and shipping costs are forcing Brazil to pivot its wheat freight away from Argentina, why Russia is financing a massive $16.5 billion nuclear plant in Kazakhstan, and how smaller oil producers like Brunei and Gabon are cashing in on the closure of the Strait of Hormuz. 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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