The Commodities Trade Institute Podcast

Supercharged Tanker Rates, $605B Farm Debt, Nickel Clashes & Coal Revival

October 9, 2026·6 min
Episode Description from the Publisher

Russian grain export capacity surges 170% through Baltic terminals amid Black Sea strikes, while US farm debt hits a record $605 billion with mounting vendor debt hidden from official tallies. Glencore targets an $88 billion Australian listing driven by copper electrification as MMG fights European regulators over a $500 million Brazilian nickel buyout. Supertanker freight rates spike to $80 million to shut US crude arbitrage into Asia, Shell partially restarts Qatar’s Pearl facility, and an 80% price discount against LNG triggers a 30-million-ton fourth-quarter coal shipping surge.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteLinkedIn - https://www.linkedin.com/company/commoditiesinstitute/Listen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy

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