# US Tariffs on Brazil Disrupt Bioenergy as Black Sea Freight Risks Loom

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-tariffs-on-brazil-disrupt-bioenergy-as-black-sea-freight-risks-loom
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-tariffs-on-brazil-disrupt-bioenergy-as-black-sea-freight-risks-loom.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-07-17T21:50:17+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/US-Tariffs-on-Brazil-Disrupt-Bioenergy-as-Black-Sea-Freight-Risks-Loom-e3m7j2b
Audio file: https://anchor.fm/s/10747c694/podcast/play/122980875/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-17%2F0ecd180b-03a7-204d-cee3-7149e22c9cf5.mp3
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Duration seconds: 697

## Resource

London Metal Exchange lead inventories skyrocket by fifty-eight percent due to Singapore warehousing arbitrage, while China prepares to launch new lithium hydroxide futures to capture premium battery pricing power. Concurrently, severe heatwaves in Europe force the International Grains Council to slash global corn production forecasts by four million metric tons, while escalating military hostilities in the Black Sea disrupt vital maritime freight corridors, driving wheat prices to multi-month highs. Meanwhile, the prolonged blockade of the Strait of Hormuz continues to imperil global energy security, propelling United States refining crack spreads to record highs of nearly seventy dollars a barrel even as the European Commission outlines plans to delay carbon market reforms to protect domestic industrial competitiveness. 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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