# Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/mining-supercycle-looms-while-bunge-lifts-outlook-and-brazil-projects-record-coffee
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/mining-supercycle-looms-while-bunge-lifts-outlook-and-brazil-projects-record-coffee.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-04-30T11:43:11+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/Mining-Supercycle-Looms-While-Bunge-Lifts-Outlook-and-Brazil-Projects-Record-Coffee-e3imkdn
Audio file: https://anchor.fm/s/10747c694/podcast/play/119279479/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-30%2Fd2bdfdc4-100b-fe1b-0d9c-3f35ef5e3f31.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/mining-supercycle-looms-while-bunge-lifts-outlook-and-brazil-projects-record-coffee
Duration seconds: 490

## Resource

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

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## Transcript

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