Episode
Venture Global LNG Fees Jump 69% Amid Iran War as China Chases 25M-Ton U.S. Soybean Target
- Published
- Jul 9, 2026
- Duration seconds
- 662
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Summary
An analytical breakdown of today's compounding commodity supply shocks. Host Emily Costa explores the escalating Iran conflict following a projectile strike on a Qatari LNG tanker that pushed the Strait of Hormuz threat level to severe and sent U.S. LNG liquefaction fees up 69%. Meanwhile, Russia enforces a sweeping diesel export ban until July 31 following targeted Ukrainian drone strikes, causing European margins to hit record highs while U.S. crude futures surge 8%. Finally, we analyze Chile's booming $3.2 billion lithium sector, historic palm oil backlogs in Malaysia, and India's severe silver import restrictions. 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