{"podcast":{"title":"The Commodities Trade Institute Podcast","slug":"the-commodities-institute-podcast-7413714","podcast_index_feed_id":7413714,"rss_url":"https://anchor.fm/s/10747c694/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/zach2455","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44071117/44071117-1783971533761-510b76eb8057e.jpg","author":"The Commodities Institute","episode_count":182,"summary":"A daily breakdown of the trends, risks, and market moves shaping global commodities—from oil and agriculture to metals, energy, and freight. Clear, sharp, and globally informed.","last_synced_at":"2026-07-23T06:19:39.337314+00:00","page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714"},"episode":{"title":"Grid Costs Hit $28K; Fuel Margins Peak at $64 as US Smelters Revive Amid Soy & Rail Crunches","slug":"grid-costs-hit-28k-fuel-margins-peak-at-64-as-us-smelters-revive-amid-soy-rail-crunches","published_at":"2026-07-10T17:20:21+00:00","page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/grid-costs-hit-28k-fuel-margins-peak-at-64-as-us-smelters-revive-amid-soy-rail-crunches","show_page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714","url":"https://podcasters.spotify.com/pod/show/zach2455/episodes/Grid-Costs-Hit-28K-Fuel-Margins-Peak-at-64-as-US-Smelters-Revive-Amid-Soy--Rail-Crunches-e3ltskg","audio_url":"https://anchor.fm/s/10747c694/podcast/play/122662992/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-10%2F8bc53c41-b548-1c26-105f-8579ae834e77.mp3","summary":"A comprehensive analysis of critical fractures across global commodity networks. This episode explores the unprecedented $27,698/MW power price spikes on the PJM grid, surging fuel refining margins driven by Russia's diesel export ban, the strategic revival of idled Western aluminum smelters, and agricultural supply chain disruptions spanning China, Argentina, and Ukraine. 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","meta_description":"A comprehensive analysis of critical fractures across global commodity networks. This episode explores the unprecedented $27,698/MW power price spikes on…","key_points":[],"chapters":[],"topics":[],"duration_seconds":863,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/grid-costs-hit-28k-fuel-margins-peak-at-64-as-us-smelters-revive-amid-soy-rail-crunches/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/grid-costs-hit-28k-fuel-margins-peak-at-64-as-us-smelters-revive-amid-soy-rail-crunches.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}