Episode
Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee
- Published
- Apr 30, 2026
- Duration seconds
- 490
- Processing state
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Summary
We explore a massive rotation in global markets as mining ETFs double to $87.4 billion and Brent crude climbs past $115. From Bunge’s surging profit forecasts and Brazil’s record 71.4 million-bag coffee crop to the geopolitical scramble for tungsten and Shell’s $15 billion LNG Canada stake sale, we analyze how the Iran war is reshaping trade flows and investor sentiment. 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