# Nickel hits $18,655, Oil Ceasefire at Risk, and the Caspian Grain Shift Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/nickel-hits-18-655-oil-ceasefire-at-risk-and-the-caspian-grain-shift Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/nickel-hits-18-655-oil-ceasefire-at-risk-and-the-caspian-grain-shift.md Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714) Published: 2026-04-20T11:01:20+00:00 Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/Nickel-hits-18-655--Oil-Ceasefire-at-Risk--and-the-Caspian-Grain-Shift-e3i5s8j Audio file: https://anchor.fm/s/10747c694/podcast/play/118730451/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-20%2F4039a3d9-228f-48e1-2a56-24d2c030a059.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/nickel-hits-18-655-oil-ceasefire-at-risk-and-the-caspian-grain-shift Duration seconds: 475 ## Resource As the U.S.-Iran ceasefire teeters on the brink, Emily Costa explores the "sulfur squeeze" driving nickel prices to 11-week highs and the logistical nightmare of 260 tankers stranded in the Gulf. We analyze why U.S. fertilizer is being exported during planting season, Argentina's wheat crisis, and Russia's strategic shift to Caspian Sea trade routes. 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/nickel-hits-18-655-oil-ceasefire-at-risk-and-the-caspian-grain-shift/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/nickel-hits-18-655-oil-ceasefire-at-risk-and-the-caspian-grain-shift.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.