# Oil Flips to Contango, Lithium Triples, and Australia Iron Ore Faces $150M Daily Strike Threat

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/oil-flips-to-contango-lithium-triples-and-australia-iron-ore-faces-150m-daily-strike-threat
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/oil-flips-to-contango-lithium-triples-and-australia-iron-ore-faces-150m-daily-strike-threat.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-06-25T10:20:43+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/Oil-Flips-to-Contango--Lithium-Triples--and-Australia-Iron-Ore-Faces-150M-Daily-Strike-Threat-e3l8sau
Audio file: https://anchor.fm/s/10747c694/podcast/play/121974558/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-25%2F44af6144-9a76-1d6e-b42c-3d16e04f9dc7.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/oil-flips-to-contango-lithium-triples-and-australia-iron-ore-faces-150m-daily-strike-threat
Duration seconds: 536

## Resource

In this episode, we break down the massive shift in global energy markets as a 60-day U.S.-Iran deal reopens the Strait of Hormuz, plunging physical crude prices and flipping Brent into contango. Plus, we analyze the lithium market's battery-driven rebound, a 22.3% surge in Asian coal imports, looming strike threats across Australia’s $150M-a-day iron ore operations, and the climate-driven agricultural crises hitting French livestock and Costa Rican coffee crops. 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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