The Commodity Brief

This week's episode of The Commodity Brief Podcast captures a genuine inflection point in how commodity risk gets priced, traded, and hedged — and the stories that define it are more surprising than most investors...

In 2026 the global commodity market is being redrawn — not by one force but by two converging ones happening simultaneously. Physical scarcity is reshaping supply across water, grains, and metals. And capital scarcity...

Holiday weeks create the illusion of calm in commodity markets — but the structural forces reshaping global prices don't take time off. And right now, those forces are more significant than at any point since Russia's...

Just 11 ships. That's how many commodity vessels are currently moving through the Strait of Hormuz — down from 130 to 140 before the war. That single number captures the extraordinary supply chain stress reshaping...

Scarcity is the defining commodity market signal of 2026 — and this week's episode of The Commodity Brief Podcast captures it in full. From a blocked shipping chokepoint that Kalshi traders give only a 44% chance of...

Commodity markets in 2026 are being transformed from two directions at once — and this week's episode of The Commodity Brief Podcast captures both forces in full. From below, new trading platforms like Kalshi are...

Grain markets in 2026 are being pulled in two directions at once — and the tension between strong demand and mounting supply risks is creating exactly the kind of volatility that separates informed commodity investors...

Commodity trading in 2026 looks nothing like it did five years ago — and most investors haven't caught up yet. In this episode of The Commodity Brief Podcast, we unpack two stories that together define what modern...

Three commodity stories dominated markets this week — and together they paint a vivid picture of where alternative asset investing is heading in the second half of 2026. In this episode of The Commodity Brief Podcast...

Three commodity stories dominated markets this week — and together they tell a bigger story about the defining investment theme of 2026: scarcity. In this episode of The Commodity Brief Podcast, we connect the dots...

This week, one story dominated commodity markets — and it started in a narrow stretch of water between Iran and Oman. The Strait of Hormuz, which handles roughly 35% of global seaborne crude oil trade, became the...

This week, commodity markets delivered a masterclass in how geopolitics, industrial policy, and energy transition forces can converge all at once — and send shockwaves across copper, oil, and lithium simultaneously. In...

The electric vehicle revolution runs on lithium — but the supply chain behind it is fragile, geopolitically charged, and increasingly volatile. In this episode, we break down how China came to dominate the global EV and...