{"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":"Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows","slug":"zinc-exporter-flip-67-farm-cost-spikes-lng-rules-crude-flows","published_at":"2026-05-27T01:24:28+00:00","page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/zinc-exporter-flip-67-farm-cost-spikes-lng-rules-crude-flows","show_page_url":"https://stenobird.com/podcast/the-commodities-institute-podcast-7413714","url":"https://podcasters.spotify.com/pod/show/zach2455/episodes/Zinc-Exporter-Flip--67-Farm-Cost-Spikes--LNG-Rules--Crude-Flows-e3jup6u","audio_url":"https://anchor.fm/s/10747c694/podcast/play/120595102/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-27%2Fbdcc9875-c425-e004-23cd-1233e084c9d2.mp3","summary":"Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz shipping disruptions, and QatarEnergy's extension of a force majeure that cancels 17 LNG cargoes bound for Europe. We also break down China's structural shift toward becoming a net exporter of refined zinc by 2026, track the 100% doubling of Russian seaborne grain exports, and assess the improving weather outlook for Ivory Coast's critical cocoa mid-crop. 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":"Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz shippi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":553,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714/episodes/zinc-exporter-flip-67-farm-cost-spikes-lng-rules-crude-flows/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/zinc-exporter-flip-67-farm-cost-spikes-lng-rules-crude-flows.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}