# Platinum Deficits, China Soy Deals and Gulf Aluminum Shifts

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/platinum-deficits-china-soy-deals-and-gulf-aluminum-shifts
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/platinum-deficits-china-soy-deals-and-gulf-aluminum-shifts.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-05-15T13:37:37+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/Platinum-Deficits--China-Soy-Deals-and-Gulf-Aluminum-Shifts-e3jdo48
Audio file: https://anchor.fm/s/10747c694/podcast/play/120036936/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-15%2F2c3afd36-662c-6d33-f645-27b09fb4ee44.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/platinum-deficits-china-soy-deals-and-gulf-aluminum-shifts
Duration seconds: 637

## Resource

Commodity markets are entering a new phase of disruption as the Strait of Hormuz crisis spreads beyond crude oil into metals, fertilizers, agriculture, and shipping. In today’s episode, Emily Costa examines how nearly one billion barrels of lost crude supply is reshaping global trade, why platinum shortages are persisting despite weaker auto demand, how China and the United States are negotiating new agricultural purchases, and why Gulf aluminum producers are reorganizing operations around new shipping realities. The episode also explores the growing political importance of ethanol policy, tightening fertilizer supplies, and the rising economic risks tied to prolonged maritime disruption 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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