The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets

In late July 2026, crude oil is soaring—WTI up 7.3% in a week to $89, Brent up 8.5% to $97—while coffee futures are plunging 6.2%. Lucas and Luna explore the widening gap between energy and soft commodities. They examine supply constraints from OPEC+ cuts and geopolitical risk driving oil, versus a global coffee glut from bumper harvests and tepid demand. With inflation easing (core CPI ticking down), they ask: does this divergence signal a ‘demand divergence’ between industrial and consumer staples? A sharp, data-driven look at what the split tells us about the global economy.

#CrudeOil #CoffeeCrash #CommoditiesDivergence #WTI #Brent #SoftCommodities #Inflation #OPECPlus #GlobalDemand #GeopoliticalRisk #CoffeeFutures #EconomicOutlook #SupplyConstraints #July2026 #EnergyVsSofts #FexingoBusiness #BusinessPodcast #CommoditiesEconomy

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Lucas and Luna drill into the lithium market, which has become the most volatile commodity in 2026. With prices down 60% from 2023 highs but rebounding sharply in July, they explore the specific dynamics of the Albemarle-Livent merger fallout, the strategic stockpiling moves by China and the US, and why lithium's supply-demand mismatch is unlike anything in copper or oil. A single data point—the five-day gain in corn futures (8.9%)—becomes a surprising contrast to lithium's structural story. Listeners learn why lithium miners are betting on a price floor at $12 per kilogram and why a major Australian mine just announced it will idle half its capacity.

#Lithium #Commodities #BatteryMetals #Albemarle #Livent #China #CriticalMinerals #SupplyChain #EnergyTransition #Mining #Economics #Business #FexingoBusiness #BusinessPodcast #CommoditiesEconomy #RawMaterials #July2026 #Podcast

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Brent crude has pushed past $100 a barrel for the first time since 2024, and the ripple effects are showing up across commodities. In this episode, Lucas and Luna break down why oil is surging, how it connects to geopolitical risk in the Strait of Hormuz, and what it means for other raw materials like natural gas, copper, and even corn. They discuss the odds of a Federal Reserve rate hike now climbing as energy costs feed into inflation expectations, and why the stock market is reacting with a sharp sell-off. With specific data on Brent, WTI, and the 10-year breakeven inflation rate, this is a focused look at how a single commodity crossing a psychological threshold changes the calculus for investors, policymakers, and supply chains.

#CrudeOil #BrentCrude #WTI #OilAbove100 #GeopoliticalRisk #StraitOfHormuz #FederalReserve #RateHike #Inflation #BreakevenInflation #NaturalGas #Copper #Corn #Commodities #EnergyMarkets #FexingoBusiness #BusinessPodcast #Economics

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Lucas and Luna break down the impact of the recent Houthi strikes on Saudi Arabian oil tankers, which have pushed U.S. crude past $90 a barrel. They explain the 'war risk premium' driving a 3 to 5 percent jump in shipping insurance costs, how tanker owners are rerouting from the Red Sea to longer passages, and why this is creating a two-tier oil price system between Brent and WTI. They also discuss how the spike in energy costs bleeds into CPI and breakeven inflation expectations, which have ticked up to 2.28 percent. A focused look at a single supply chain disruption and its ripple effects through commodity markets.

#Oil #Shipping #Houthi #SaudiArabia #Brent #WTI #Commodities #SupplyChain #Geopolitics #Inflation #CPI #WarRisk #RedSea #Tanker #Insurance #FexingoBusiness #BusinessPodcast #Economics

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While oil grabs headlines with Brent surging past $93 on Red Sea tensions, natural gas has been quietly building a different kind of rally. Lucas and Luna break down why Henry Hub futures are up 11% in two weeks, how LNG exports are reshaping the domestic market, and why the summer heat wave is only part of the story. They also look at the wider energy complex: crude's geopolitical risk premium, the refining bottleneck that's keeping gasoline prices elevated, and what the XLE's modest gains tell you about investor skepticism. This is the commodities conversation your news feed is skipping.

#NaturalGas #HenryHub #LNG #OilPrices #BrentCrude #EnergyComplex #XLE #CrudeOil #Commodities #Economics #FexingoBusiness #BusinessPodcast #Podcast #EnergyMarkets #Summer2026 #Inflation #GeopoliticalRisk #Refining

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Gold has been grabbing headlines above $4,100, but silver is quietly up over 6% in the last five days—outpacing its yellow cousin by a wide margin. Lucas and Luna unpack why silver's dual identity as both a monetary metal and an industrial workhorse is driving the divergence. They look at rising solar panel demand, the semiconductor fabrication boom tied to TSMC's Arizona plants, and the role of Iran tensions in amplifying precious metals flows. Silver's price action tells a bigger story about where the economy is headed, especially when copper is also rallying. Lucas points out that silver's industrial applications—think photovoltaic cells and AI chip manufacturing—give it a demand tailwind that gold simply doesn't have. Luna challenges him on whether the move is sustainable, given silver's notorious volatility and the risk of a correction if Iran tensions de-escalate. They close by asking whether silver could be the canary in the coal mine for a broader commodity supercycle, or just a speculative spike in a nervous market.

#Silver #Gold #PreciousMetals #Commodities #SolarEnergy #Semiconductors #TSMC #IranTensions #Inflation #IndustrialMetals #Copper #Economics #FexingoBusiness #BusinessPodcast #CommoditiesEconomy #MonetaryMetals #SupplyChain #GeopoliticalRisk

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Gold has broken decisively above $4,000 per ounce in July 2026, even as CPI and core inflation readings show a clear cooling trend. Lucas and Luna unpack the surprising disconnect: why the yellow metal is rallying when real yields are not falling and the dollar is stable. They trace the story to two forces: central bank buying, which hit a record 1,037 tonnes in 2025 and shows no sign of slowing, and a structural shift in investor demand driven by geopolitical uncertainty and de-dollarization. The hosts examine how countries like China, Poland, and India are diversifying reserves away from US Treasuries, and why this 'new normal' for gold may persist regardless of what the Fed does next. With gold up 2.6% in just the past five days and silver surging 5.6%, the episode offers a concrete framework for understanding the precious metals rally in a disinflationary environment.

#Gold #PreciousMetals #CentralBankBuying #DeDollarization #Inflation #RealYields #FederalReserve #Commodities #Investing #Silver #Geopolitics #China #Poland #India #Economics #Business #FexingoBusiness #BusinessPodcast

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Lucas and Luna unpack the sharp divergence between Brent and WTI crude as renewed Iran hostilities disrupt shipping through the Strait of Hormuz. Brent crude is up 6 percent over the past five days to 89 dollars and change, while WTI lags near 83 dollars. They explain why Brent carries a growing risk premium tied directly to Middle East shipping flows, while WTI remains insulated by US domestic production. Lucas walks through the mechanics of how insurance rates and tanker availability are driving the spread wider, referencing recent data showing ships are actively avoiding the strait. Luna pushes back on whether the spread can persist if Iran tensions escalate further, and they discuss what the energy sector's recent rally in stocks like Chevron and ConocoPhillips tells us about market expectations. A focused, data-rich episode for anyone watching crude markets this summer.

#BrentCrude #WTICrude #IranConflict #StraitOfHormuz #OilSpreads #CrudeOil #GeopoliticalRisk #EnergyMarkets #Commodities #Lucas #Luna #FexingoBusiness #BusinessPodcast #Economics #July2026 #ShippingRisk #OilPrices #InsuranceCosts

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In this episode of The Commodities Economy, Lucas and Luna explore why soybean oil is suddenly outperforming other commodities in July 2026. With crude oil up but choppy, gold sliding, and wheat pulling back, soybean oil futures have surged over 10% in the past month. The hosts break down the three catalysts: a surprise EPA renewable diesel mandate update, drought in Argentina cutting soybean crush margins, and spillover demand from palm oil supply constraints in Southeast Asia. They also discuss how this rally is reshaping crush spreads and what it signals for food inflation. If you want to understand why your cooking oil costs more or why agribusiness stocks like Bunge and Archer-Daniels-Midland are in focus, this episode explains it all without jargon.

#SoybeanOil #Commodities #Agriculture #RenewableDiesel #EPA #ArgentinaDrought #PalmOil #CrushSpread #FoodInflation #Bunge #ArcherDanielsMidland #Agribusiness #FuturesTrading #SupplyChain #Biofuels #Economics #FexingoBusiness #BusinessPodcast

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In this episode of The Commodities Economy, Lucas and Luna examine how extreme weather events in 2026 are disrupting commodity supply chains. With Europe facing a heatwave and the lingering effects of a Super El Niño, agricultural markets like corn, wheat, and coffee are seeing significant price moves. Lucas explains the mechanics of weather-driven supply shocks using corn futures surging 5.3% over five days as a case study, while Luna highlights the structural risks to coffee and cocoa crops in Brazil and West Africa. They also connect the dots to broader inflation trends, noting that food price volatility is complicating the Fed's path to taming core inflation. A timely look at how climate risk is becoming a permanent factor in commodity trading.

#WeatherRisk #CommoditySupplyChains #CornFutures #ClimateChange #ElNiño #Heatwave #Agriculture #FoodInflation #CPIData #CoreInflation #FedPolicy #CoffeeFutures #Cocoa #Brazil #WestAfrica #SupplyShock #Economics #FexingoBusiness

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