# Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/zinc-exporter-flip-67-farm-cost-spikes-lng-rules-crude-flows
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/zinc-exporter-flip-67-farm-cost-spikes-lng-rules-crude-flows.md
Podcast: [The Commodities Trade Institute Podcast](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714)
Published: 2026-05-27T01:24:28+00:00
Episode link: https://podcasters.spotify.com/pod/show/zach2455/episodes/Zinc-Exporter-Flip--67-Farm-Cost-Spikes--LNG-Rules--Crude-Flows-e3jup6u
Audio file: https://anchor.fm/s/10747c694/podcast/play/120595102/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-27%2Fbdcc9875-c425-e004-23cd-1233e084c9d2.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/zinc-exporter-flip-67-farm-cost-spikes-lng-rules-crude-flows
Duration seconds: 553

## Resource

Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz shipping disruptions, and QatarEnergy's extension of a force majeure that cancels 17 LNG cargoes bound for Europe. We also break down China's structural shift toward becoming a net exporter of refined zinc by 2026, track the 100% doubling of Russian seaborne grain exports, and assess the improving weather outlook for Ivory Coast's critical cocoa mid-crop. 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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