{"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":"Nickel Rivalry: ShFE Overtakes LME & Iran War Triggers 17% Qatar LNG Export Drop","slug":"nickel-rivalry-shfe-overtakes-lme-iran-war-triggers-17-qatar-lng-export-drop","published_at":"2026-05-06T10:33:18+00:00","page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/nickel-rivalry-shfe-overtakes-lme-iran-war-triggers-17-qatar-lng-export-drop","show_page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714","url":"https://podcasters.spotify.com/pod/show/zach2455/episodes/Nickel-Rivalry-ShFE-Overtakes-LME--Iran-War-Triggers-17-Qatar-LNG-Export-Drop-e3ive5v","audio_url":"https://anchor.fm/s/10747c694/podcast/play/119567999/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-6%2Fcefd8142-1de1-418d-4c63-c70d1024902f.mp3","summary":"We analyzes a transformative week in commodities, where the Iran war has forced a 17% cut in Qatari LNG capacity and a radical EU pivot toward domestic drilling. We explore the shifting power dynamics in metals as Shanghai nickel volumes overtake the LME, and examine the \"acid buffer\" keeping copper smelters afloat despite negative fees. Plus, a deep dive into the $126 oil rally driving palm oil to new heights and the devastating drought cutting Oklahoma's wheat harvest in half. 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":"We analyzes a transformative week in commodities, where the Iran war has forced a 17% cut in Qatari LNG capacity and a radical EU pivot toward domestic dr…","key_points":[],"chapters":[],"topics":[],"duration_seconds":479,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/nickel-rivalry-shfe-overtakes-lme-iran-war-triggers-17-qatar-lng-export-drop/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/nickel-rivalry-shfe-overtakes-lme-iran-war-triggers-17-qatar-lng-export-drop.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}