# US-Iran Peace Talks, Europe’s Solar Glut and Argentina’s Lithium Surge.

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-iran-peace-talks-europe-s-solar-glut-and-argentina-s-lithium-surge
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-iran-peace-talks-europe-s-solar-glut-and-argentina-s-lithium-surge.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-05-07T10:26:23+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/US-Iran-Peace-Talks--Europes-Solar-Glut-and-Argentinas-Lithium-Surge-e3j1biq
Audio file: https://anchor.fm/s/10747c694/podcast/play/119630874/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-7%2Ff7ab08e7-b70c-bde3-3160-08ab1643caf0.mp3
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Duration seconds: 446

## Resource

We explore the widening gap between falling oil futures and a physical supply shock that has drained 500 million barrels from global reserves. This episode also analyzes the G7’s strategic pivot toward critical minerals, Argentina’s massive $32.7 billion export projections for copper and lithium, and the growing pains of Europe’s solar energy transition. 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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