{"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":"Venture Global LNG Fees Jump 69% Amid Iran War as China Chases 25M-Ton U.S. Soybean Target","slug":"venture-global-lng-fees-jump-69-amid-iran-war-as-china-chases-25m-ton-u-s-soybean-target","published_at":"2026-07-09T18:10:21+00:00","page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/venture-global-lng-fees-jump-69-amid-iran-war-as-china-chases-25m-ton-u-s-soybean-target","show_page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714","url":"https://podcasters.spotify.com/pod/show/zach2455/episodes/Venture-Global-LNG-Fees-Jump-69-Amid-Iran-War-as-China-Chases-25M-Ton-U-S--Soybean-Target-e3lseo0","audio_url":"https://anchor.fm/s/10747c694/podcast/play/122616000/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-9%2F9dd0704b-eb6e-8aa0-66bf-2d2707ab2faf.mp3","summary":"An analytical breakdown of today's compounding commodity supply shocks. Host Emily Costa explores the escalating Iran conflict following a projectile strike on a Qatari LNG tanker that pushed the Strait of Hormuz threat level to severe and sent U.S. LNG liquefaction fees up 69%. Meanwhile, Russia enforces a sweeping diesel export ban until July 31 following targeted Ukrainian drone strikes, causing European margins to hit record highs while U.S. crude futures surge 8%. Finally, we analyze Chile's booming $3.2 billion lithium sector, historic palm oil backlogs in Malaysia, and India's severe silver import restrictions. 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":"An analytical breakdown of today's compounding commodity supply shocks. Host Emily Costa explores the escalating Iran conflict following a projectile stri…","key_points":[],"chapters":[],"topics":[],"duration_seconds":662,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/venture-global-lng-fees-jump-69-amid-iran-war-as-china-chases-25m-ton-u-s-soybean-target/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/venture-global-lng-fees-jump-69-amid-iran-war-as-china-chases-25m-ton-u-s-soybean-target.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}