{"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":"US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock","slug":"us-oil-dominance-at-10-5m-bpd-250-ai-wafer-hikes-and-the-60-thai-fuel-price-shock","published_at":"2026-06-11T10:41:53+00:00","page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-oil-dominance-at-10-5m-bpd-250-ai-wafer-hikes-and-the-60-thai-fuel-price-shock","show_page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714","url":"https://podcasters.spotify.com/pod/show/zach2455/episodes/US-Oil-Dominance-at-10-5M-BPD--250-AI-Wafer-Hikes--and-the-60-Thai-Fuel-Price-Shock-e3kl6ll","audio_url":"https://anchor.fm/s/10747c694/podcast/play/121329781/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-11%2Fbd55081f-3cdf-00f7-efa8-6bdeed2b85a5.mp3","summary":"The US-Iran war has propelled US oil exports to a record 10.5 million bpd, fracturing OPEC's market share to an all-time low of 22%. Meanwhile, Beijing's stringent export controls on indium phosphide have driven AI data center chip wafer prices up 250% to $5,000, while a parallel 60% surge in retail diesel prices plunges Thai rice farmers into a severe debt trap. 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":"The US-Iran war has propelled US oil exports to a record 10.5 million bpd, fracturing OPEC's market share to an all-time low of 22%. Meanwhile, Beijing's…","key_points":[],"chapters":[],"topics":[],"duration_seconds":602,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/us-oil-dominance-at-10-5m-bpd-250-ai-wafer-hikes-and-the-60-thai-fuel-price-shock/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/us-oil-dominance-at-10-5m-bpd-250-ai-wafer-hikes-and-the-60-thai-fuel-price-shock.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}