# Gold Eyes $4,916, Shell’s $16.4B Canada Deal, and the Global Fertilizer Crisis Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/gold-eyes-4-916-shell-s-16-4b-canada-deal-and-the-global-fertilizer-crisis Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/gold-eyes-4-916-shell-s-16-4b-canada-deal-and-the-global-fertilizer-crisis.md Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714) Published: 2026-04-28T10:36:02+00:00 Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/Gold-Eyes-4-916--Shells-16-4B-Canada-Deal--and-the-Global-Fertilizer-Crisis-e3ij23f Audio file: https://anchor.fm/s/10747c694/podcast/play/119162415/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-28%2F69720ac8-2db3-725b-9feb-068a3021dc67.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/gold-eyes-4-916-shell-s-16-4b-canada-deal-and-the-global-fertilizer-crisis Duration seconds: 362 ## Resource Join Emily Costa as she breaks down Shell’s massive ARC Resources acquisition, the record-breaking price forecasts for gold, and the escalating fertilizer shortage threatening global food security. We also examine the first LNG tanker crossing of the Strait of Hormuz since the Iran war began and the slow reactivation of the Venezuelan oil sector. 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/gold-eyes-4-916-shell-s-16-4b-canada-deal-and-the-global-fertilizer-crisis/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/gold-eyes-4-916-shell-s-16-4b-canada-deal-and-the-global-fertilizer-crisis.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.