# Ben Kelleran - The Commodity Shock Era: Helium, Fertilizer, Oil & Gas and the Global Supply Chain Breakdown

Page: https://stenobird.com/podcast/the-contrarian-capitalist-podcast-6880593/ben-kelleran-the-commodity-shock-era-helium-fertilizer-oil-gas-and-the-global-supply-chain-breakdown
Text version: https://stenobird.com/podcast/the-contrarian-capitalist-podcast-6880593/ben-kelleran-the-commodity-shock-era-helium-fertilizer-oil-gas-and-the-global-supply-chain-breakdown.md
Podcast: [The Contrarian Capitalist Podcast](https://stenobird.com/podcast/the-contrarian-capitalist-podcast-6880593)
Published: 2026-05-20T20:15:00+00:00
Episode link: https://contrariancapitalist.substack.com/p/ben-kelleran-the-commodity-shock
Audio file: https://api.substack.com/feed/podcast/198135750/28830668697463061d96293f68825b40.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-contrarian-capitalist-podcast-6880593/episodes/ben-kelleran-the-commodity-shock-era-helium-fertilizer-oil-gas-and-the-global-supply-chain-breakdown
Duration seconds: 3388

## Resource

Today’s podcast guest is Ben Kelleran , who covers Markets, Geopolitics & Current Events on the Kontrarian Korner Substack . Ben is also a recovering CPA. AUDIO IS AVAILABLE HERE Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST NB - Recorded on Tuesday 19th May 2026 early PM Eastern Time. Ben (Kontrarian Korner) deep dives into: * U.S./China/Oil Relations and what they mean for the rest of the world * Oil and Gas supply chains in California and the United States. Is California’s energy demise intentional? * Why the next few months could be critical for the Southwest and West of the United States * Sulphuric Acid, Helium, Fertilizer and other commodity supply chain choke points * Ben’s personal playbook for manage market volatility and take advantage of current market opportunities * 30 Year Yield Soars To 19 Year High After Two Huge Treasury Block Sales * Why Ben believes we are heading towards a new financial system within the next 5-10 years * Will Bonds potentially be a big opportunity in the 2030’s? * Silver Crown Royalties - why this company is potentially worth looking into. * And much more Contact Information & Previous Recording Please connect with Ben Kelleran at Kontrarian Korner on Substack , or on X . Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times. Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system. Thank you for being part of The Contrarian Capitalist community! Subscribe to The Contrarian Capitalist DISCLAIMER: Nothing in this post/podcast/video should be const…

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