Frontlines: Escalation in Iran Conflict Could Trigger Pandemic-Level Disruption to Global Economy
The podcast episode focuses on the rapidly escalating conflict with Iran and its potential to trigger a pandemic‑level shock to the global economy. Host Sean Haney and analyst Jacob Shapiro outline two divergent pathways: Door A, where Iran monopolizes the Strait of Hormuz and extracts fees for oil, LNG, fertilizer and feedstock shipments, and Door B, where the strait remains closed for weeks, sparking fuel and food shortages reminiscent of the 2008 financial crisis. Key data points include warnings from South Korean officials about conserving every drop of fuel and Australian leaders describing the situation as "cataclysmic." The hosts argue that President Trump’s current strategy—threatening massive military force without a clear exit plan—mirrors past U.S. missteps in the Middle East and risks cementing Iran’s control of the strait while inflating defense spending by $500 billion. Notable remarks highlight the geopolitical ripple effects: China could collect yuan‑denominated tolls, and Russia may dominate alternative energy routes as Iranian oil flows stall. The discussion also touches on domestic U.S. politics, suggesting the conflict could accelerate Republican losses in the midterms and even trigger impeachment debates. The implications are stark. A prolonged Hormuz closure would disrupt global supply chains, drive up commodity prices, and reshape energy markets in favor of Beijing and Moscow. Simultaneously, the U.S. faces heightened political risk and a potential loss of credibility in managing international crises, prompting businesses to reassess exposure to Middle‑East supply routes.
Why This War Made the Gold Case Stronger | Michael Gentile
In this interview, Michael Gentile explains why recent Middle‑East hostilities have reinforced the case for gold, while also detailing his disciplined approach to investing in junior mining companies. He emphasizes that investors must look beyond daily headlines and focus on...
Learning More About KWS Hybrid Rye, Ep 2: The Push and Pull of the Market
The video features Sean Haney interviewing Jason McGillry, trade unit manager for Specialty Grains Group at Skooler, discussing current dynamics of the KWS hybrid rye market from a buyer’s perspective. McGillry explains that the 2025 crop was unusually large—about a million...
Port of Los Angeles Executive Director Gene Seroka on CNBC Squawk Box Asia (April 1, 2026)
Gene Seroka, executive director of the Port of Los Angeles, told CNBC Squawk Box Asia that soaring bunker fuel costs and record‑high diesel prices are reverberating through the entire supply chain. He noted that bunker fuel has roughly doubled in...
Gold Price — What Really Happens During War
The video examines how armed conflict influences gold prices, challenging the common belief that wars automatically push gold higher. While gold is traditionally viewed as a safe‑haven, the presenter explains that a small but significant group of market participants in the...
Critical Materials in an Era of Energy Security and Defense
The episode of Metals in Motion examines how the escalating Iran conflict and broader energy‑security concerns are reshaping demand for critical materials. Host Thalia Hayden and Sprat Asset Management’s Steve Schaall explore why investors should reassess allocations to metals such...
'It's Going to Take a Long Time to Recover From the Shutdown': Stovall on Oil Prices
Chief investment strategist Sam Stovall of CFRA Research addressed investors’ concerns about oil markets, the Iran‑related Strait of Hormuz shutdown, and the broader equity outlook amid the upcoming presidential address. He warned that oil will likely linger around $80 a barrel...
Kazatomprom: The World's Largest Uranium Producer | Dastan Kosherbayev and Jimmy Connor
Kazatomprom, the world’s largest uranium producer, outlined its 2026 production target of 27.5‑29 kilotons (71‑75 million pounds) and discussed the ongoing sulfuric‑acid supply issue that underpins leaching operations. The company said a third in‑house sulfuric‑acid plant, slated for completion in Q1 2027, will satisfy...
Tungsten to $1 Million/T?
In a candid interview, Jeremy Gray, head of Pure Tungsten, highlighted the meteoric rise of tungsten prices, which have surged from $30,000 a ton eighteen months ago to $300,000 today, with some analysts even forecasting a $1 million per ton peak....
Iran War: Soaring Jet Fuel Prices Disrupt Global Aviation
The video examines how the Iran‑Iraq conflict is sending jet‑fuel prices soaring, prompting airspace closures and widespread flight cancellations that ripple through the global aviation network. Bloomberg’s Donny Lee notes oil prices have risen more than five percent, but the...
Jonathan Wellum: Why I Don’t Worry About Gold Dips #gold #goldinvesting #goldprice #preciousmetals
In a recent interview, value‑investor Jonathan Wellum explains why he isn’t rattled by recent gold price dips, emphasizing a long‑term perspective that looks beyond short‑term volatility. Wellum notes that gold has surged dramatically over the past two years, with a sharp...
The Growing Ag-Energy Link | Presented by CME Group
Markets rarely operate in isolation, yet the corn‑ethanol and soybean‑oil links illustrate a direct commodity‑energy nexus. Around 40% of the U.S. corn crop—about 15 billion gallons of ethanol annually—feeds the renewable fuel standard, tying gasoline price swings to corn futures on...
The Real Trade May Not Be Gold Anymore | Doug Casey
The interview with veteran investor Doug Casey spans Canadian political turbulence, U.S. presidential volatility, the unfolding Middle‑East conflict, and a shifting commodity landscape. Casey critiques the NDP’s equity‑card system as a symptom of left‑wing extremism, while warning that Trump’s impulsive,...
Supply "Train Wreck" — Copper, Rare Earths, Critical Minerals
The video warns of an imminent supply "train wreck" as next‑generation AI chips from Nvidia, AMD and peers will require dramatically more copper, rare‑earths and other critical minerals than today’s devices. A bottom‑up forecast predicts roughly 256,000 tons of copper will...
Oil Spiked to $102. Banks Are Screaming Recession. Here's the Trade That Profits Either Way.
The video examines the confluence of rising recession forecasts from major banks and a sharp jump in crude oil prices to around $102 per barrel, asking whether the market can profit regardless of the outcome. Goldman Sachs now sees a 30%...
The Big C | Shifting Dynamics In The Global Energy Mix | UNEP's Erik Gudbrand Solheim
Crude oil prices have settled above $110 per barrel as the West Asia conflict sustains supply disruptions and market volatility. The price surge inflates India’s oil import bill, potentially pushing monthly costs beyond $15 billion. In a CNBC‑TV18 interview, UNEP’s Erik...
John Feneck: Massive Upside in Tungsten, 'Buckle Up' For Silver & $6000 Gold
John Feneck, CEO of FC Consulting, returned to Palisades Gold Radio to reiterate his bullish stance on defense metals, especially tungsten, antimony, and rare earths. He argues that China’s 81% control of tungsten production makes the market highly opaque and...
Flying Soon? Ticket Prices Are About To Surge
The video warns that Taiwan’s airline tickets are set to become more expensive as the government’s fuel surcharge policy takes effect next week. Airlines will raise the short‑haul surcharge from roughly NT$17 to NT$45 and the long‑haul surcharge from about NT$45...
Why the Closure of the Strait of Hormuz Is About More than Just Oil | FT #shorts
The video examines how the shutdown of the Strait of Hormuz reverberates far beyond oil, highlighting disruptions to helium and fertilizer shipments that underpin critical sectors of the global economy. While oil dominates headlines, roughly a third of the world’s...
Soybean Futures Rally as Acreage Intentions Miss Estimates by 850,000. 3/31/26
The USDA’s March quarterly stocks and acreage report released on the last trading day of the quarter sparked a rally in soybean futures, while corn and wheat contracts saw modest gains. The report showed soybean planting intentions at 84.7 million acres, roughly...
Feeder Cattle Futures Rallied $19.27 in March on Firm Cash. 3/31/26
Cattle markets closed March on a high note as feeder cattle futures surged $19.27, marking the strongest monthly gain in the quarter. June live cattle contracts climbed $3.70 to 24,327, while May feeder cattle rose 5.15% to 36,647. Meanwhile, the most‑traded...
Mar 31 | Closing Market Report
The March 31 closing market report covered the USDA’s prospective plantings and grain‑stocks releases, the EPA’s final renewable‑fuel volume obligations, and a brief hog‑inventory update. Todd Gleason of the University of Illinois Extension highlighted that 95.3 million acres of corn are slated...
Rising Prices of Bread in Egypt I The High Top
The video examines Egypt’s escalating bread prices and the strain on its long‑standing wheat subsidy, a program that costs billions each year as the country remains the world’s largest wheat importer and the highest per‑capita bread consumer. Rising global wheat costs—exacerbated...
Low Probability. Massive Consequences.
The video outlines a “bear case” scenario in which Iran refuses to back down from negotiations and uses its ability to shut the Strait of Hormuz as leverage, a move that could cripple the global economy and, by extension, the...
Gold Just Had Its Worst Week In 43 Years — Something Is Wrong With The System Beneath It
The video examines an unprecedented 11% plunge in gold—the steepest weekly drop in 43 years—occurring amid the U.S.‑Iran conflict and soaring oil prices. Historically, wars boost gold’s appeal as a refuge, yet this episode defied that pattern, prompting a deeper...
Philippines Gets Diesel From Japan Amid Fuel ShortageーNHK WORLD-JAPAN NEWS
The Philippines announced the arrival of a 142,000‑barrel diesel shipment from Japan, a relief measure amid a severe regional fuel shortage that prompted Manila to declare a national energy emergency last week. The emergency stems from the country's heavy reliance—over 90%—on...
Iran War: Trump Wavers On Escalation as US Pump Price Tops $4 | The Pulse 3/31
The Pulse focused on President Trump’s apparent shift on the Iran‑Israel conflict, noting his willingness to wind down U.S. military actions even as the strategically vital Strait of Hormuz remains effectively shut. The discussion followed a recent Iranian drone strike...
Crude Prices Whipsaw on Mixed Signals From Iran War • FRANCE 24 English
The segment focused on how the ongoing Iran‑Israel conflict is jolting oil markets while sparking broader economic and regulatory ripples across Europe, Asia and Australia. Brent and WTI prices surged roughly 50% after the February 28 missile strikes, then whipsawed on...
How the Iran War Affects Electricity and Fuel Prices
The video examines how the ongoing Iran‑Russia conflict is reverberating through global energy markets, pushing up both electricity tariffs and gasoline prices for everyday consumers. It explains that fuel retailers price based on the replacement cost of crude, not the historical...
WTI Crude Oil Futures Reach $103.40 on Middle East Uncertainty. 3/30/26
The market spotlight today is on West Texas Intermediate (WTI) crude futures, which surged to $103.40 per barrel – a roughly 4% intraday gain that pushes the contract to its highest level since June 2022. The rally marks a fourth...
Gold Futures Rose From Year-to-Date Lows on Falling Yields. 3/30/26
Gold futures climbed for a second consecutive session on March 30, 2026, rebounding toward the top of their one‑week range. The contract settled around $4,545, roughly 0.5% higher and just 1% below the weekly peak of $4,587. The rally was driven...
Nigeria's Gasoline Pump Prices Rise by 65%, Highest in Africa • FRANCE 24 English
France 24’s report spotlights Nigeria’s soaring gasoline prices, which have surged 65% since the Middle East conflict erupted, despite the country being Africa’s top crude producer and recently commissioning the massive Dangote refinery. The story underscores how global energy shocks and...
Crude Oil Surges Again - Grains and Livestock Mixed on Monday
The program opened with a clear focus on the latest surge in crude oil, which pushed prices above $103 a barrel, and its ripple effects across grain and livestock markets. Hosts highlighted that while oil’s rally bolstered risk‑on sentiment, the...
Asia’s Energy Crisis Could Be Worse Than COVID
The video warns that Asia’s energy crunch may eclipse the disruptions caused by the COVID‑19 pandemic, attributing the strain to the ongoing Ukraine war and broader geopolitical tensions that have choked fuel supplies across the region. Within weeks, economies from Pakistan...
Why Markets Are Holding Up | Macro Mondays W/ Andreas Steno & Mikkel Rosenvold | April 6, 2026
Real Vision’s Macro Mondays episode examines how rising U.S.-Iran tensions are jolting oil markets and rekindling inflation worries. Hosts Andreas Steno Larsen and Mikkel Rosenvold dissect the ripple effects on global growth, central‑bank policy, and risk assets. They argue that...
Neil Howe & Keith McCullough On Recent Gold Volatility
The discussion centers on the recent surge in gold volatility, which has breached the 40‑point threshold – a level only seen twice in the market’s modern history, during the 2008 financial crisis and the early pandemic. Participants note that inflation...
Oil Prices Rise as Houthi Militants Enter Middle East War
The video discusses how the Houthi militia’s decision to join the Israel‑Hamas conflict is reshaping energy markets, especially by bringing the Red Sea into the geopolitical risk calculus. Following a weekend missile launch toward Israel, oil futures jumped to about $115...
The Shock No One Can Price | The Weekly Wrap - 3/29/2026
The weekly wrap episode titled “The Shock No One Can Price” focuses on the current oil supply shock, its rapid price surge and the cascading effects on inflation and consumer spending. Bob Elliott explains that oil demand is highly inelastic; removing...
FBN Releases 2026 Planting Intentions Report
FBN released its 2026 Planting Intentions Report on Tuesday, a week before the USDA’s Prospective Plantings data. The survey, conducted with over a thousand respondents, offers an early look at how U.S. corn and soybean acres may be allocated for...
Is This Time Different For Lithium?
The video revisits lithium’s market dynamics, arguing that the sector is entering a new, structurally bullish phase. Host Antonio introduces Chris Williams, a former oil‑and‑gas engineer turned lithium analyst, who outlines a 20%+ annual demand growth driven by electric‑vehicle (EV) rollouts,...
China’s Role in Iran War, Global Fertilizer Disruptions, Matcha’s Supply Problem | Wall Street Week
The Federal Reserve left interest rates unchanged this week, warning that inflationary pressures remain uncertain. Meanwhile, the ongoing conflict in Iran is pushing up global fertilizer and fuel prices, tightening cost pressures for farmers and manufacturers. First‑time homebuyers are being...
Taningco: Fertilizer Prices Likely to Rise Amid Middle East Tensions | Morning Matters
The video focuses on the emerging fertilizer price shock triggered by heightened tensions in the Middle East, specifically the disruption of shipping through the strategic Strait of Hormuz. Analysts warn that the choke point has curtailed the flow of key...
Joe Cavatoni: The 30% Gold Rally Was the Surprise — Not the Correction #Gold #Silver #Trading
Joe Cavatoni said the dramatic 30% rally in gold earlier this year was driven less by fundamentals than by momentum and speculative flows—particularly leveraged and accumulator trades emanating from Asian markets—as silver finally began to catch up. That surge, he...
Live Cattle Futures Surge Despite Risk-Off Equity Trade. 3/27/26
Live Cattle and Feeder Cattle futures posted strong weekly gains, climbing roughly 2% and 1.5% respectively, even as equities moved into a risk‑off stance. Lean Hog futures also rallied after a favorable Hogs and Pigs report, while wholesale boxed‑beef prices...
Steven Feldman & Joe Cavatoni: Why Gold Dropped When Bombs Fell in Iran #Gold #Geopolitics
The video features Steven Feldman and Joe Cavatoni analyzing why gold prices fell immediately after the Iranian missile strikes, despite an initial surge. They explore the interplay between geopolitics, oil markets, and investor behavior. Their analysis notes that the first reaction...
Gold's Volatility Is Actually A Good Thing
On Open Position, Wealthon's Steven Feldman interviews Joe Cavaton, senior market strategist at the World Gold Council, about gold’s unique market role and his transition from institutional asset management to a gold-focused advocacy group. Cavaton explains that his move built...
Historic Oil Supply Disruptions Meet Shifting Diplomatic Deadlines. 3/30/26.
The week ahead pivots on President Trump’s revised April 6 deadline for Iran, which delays the next phase of strikes on Iranian energy assets. The extension, granted at Tehran’s request, keeps the Strait of Hormuz partially closed and sustains historic oil‑supply...
Where Will The Fertilizer Come From? Josh Linville of StoneX Group
The Future of Agriculture podcast episode features StoneX Group’s fertilizer vice‑president Josh Linville discussing the current state of nitrogen and phosphate markets, focusing on supply‑demand imbalances, price volatility, and the role of futures contracts. Linville explains that the U.S. fertilizer market...
Why Top Traders Follow Capital Flows, NOT Headlines #barchart #stocks #investing #trading
The video argues that elite traders prioritize capital‑flow metrics over daily headlines, leveraging Barchart’s sector‑performance tools to gauge where money is moving across the S&P’s eleven industries. By examining three‑month sector returns, the presenter notes the energy sector’s 34% gain—well before...
Prolonged Iran War Could Impact Farm Decisions, Corn Acres
Spring planting in the United States and Canada is now being shadowed by the escalating conflict in Iran, which threatens the flow of natural‑gas‑derived ammonia used in nitrogen fertilizers. Natural gas underpins the production of urea, the world’s most common solid...