Introduction:

In today’s episode, we explore key developments shaping global markets and supply chains. First, we analyze the dramatic 134% surge in orange juice prices as harvests in Brazil and Florida collapse due to a combination of climate challenges and crop diseases, creating a structural crisis in the commodity market. Next, we examine the diplomatic tensions sparked by former President Trump’s claim that India will reduce its Russian oil purchases—a statement denied by Delhi—which has unsettled energy investors amid ongoing U.S. tariff pressures. Finally, we discuss how major food companies are turning to 'skimpflation'—reducing product quality—to protect profits in the face of rising costs, and how this strategy may keep grocery prices persistently high.

Content and Timestamp:

00:00:35 The £5.30 Orange Juice: Unpacking the Perfect Storm Behind Skyrocketing Supermarket Prices

00:02:53 Trump Claims India Will Cut Russian Oil Imports Amidst Trade Talks

00:05:48 Walmart Halts H-1B Visa Hires Amid Trump's $100,000 Fee Hike

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