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

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

by Fexingo
Business

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Latest episodes

  • Why Food Prices Defy Energy Drops

    October 28, 2026 · 9 min

    Energy costs have fallen, yet grocery bills keep climbing. We drill into the nitrogen fertilizer price shock and how supply chain bottlenecks are keeping food inflation sticky despite lower oil prices. With core CPI still above three…

  • Why Your Groceries Keep Rising Despite Lower Energy Costs

    October 27, 2026 · 8 min

    We explore the stubborn rise in food prices this October, even as oil and natural gas costs have cooled. Lucas and Luna break down how fertilizer shocks from Brazil’s election and tight wheat supplies are keeping inflation hot at the…

  • How Brazil’s Election Reshapes Global Commodity Flows

    October 26, 2026 · 10 min

    With Lula securing a second term in Brazil’s October runoff, the world’s top coffee and sugar exporter faces a critical policy pivot. Lucas and Luna examine how political stability impacts raw material markets, specifically looking at the…

  • The Nitrogen Fertilizer Price Shock

    October 24, 2026 · 10 min

    Natural gas prices have surged over six percent in five days, driving a sharp increase in nitrogen fertilizer costs that is reshaping global agricultural margins. Lucas and Luna explore how this energy-input linkage is forcing farmers to…

  • The Commodity Currency Trap

    October 23, 2026 · 10 min

    Why the US dollar's strength is masking a deeper crisis in global commodity pricing, and what it means for manufacturers. We dive into the disconnect between rising energy costs and falling industrial metals, exploring how currency…

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  • Why Oil Is Ignoring The Economic Slowdown

    October 23, 2026 · 9 min

    Oil prices are hovering near one hundred dollars a barrel despite clear signals of slowing global growth and weakening industrial demand. We break down the structural squeeze in crude markets, looking at how OPEC+ production cuts and…

  • The Copper Shortage Squeezing Global Manufacturing

    October 22, 2026 · 12 min

    Lucas and Luna unpack why copper prices are hitting record highs in October 2026 despite a cooling global economy. They examine the structural supply deficit, the impact of green energy mandates on raw material demand, and how this…

  • The Aluminum Shortage Squeezing Global Manufacturing

    October 21, 2026 · 11 min

    Lucas and Luna explore why aluminum prices are decoupling from oil, driven by a structural supply crunch rather than demand spikes. With BZ crude up three point four percent over five days but aluminum costs rising independently, the duo…

  • The Hidden Toll of Moving Raw Materials

    October 20, 2026 · 8 min

    We look at why shipping costs for commodities like copper and wheat are rising faster than the materials themselves, squeezing manufacturers and inflating end-product prices. With core CPI still sticky in October 2026, we explore how…

  • Why Oil Is Ignoring The Economic Slowdown

    October 18, 2026 · 8 min

    Lucas and Luna dissect the paradox of crude oil trading near one hundred dollars a barrel while global manufacturing signals soften. With Brent hovering at one hundred nine dollars and West Texas Intermediate pushing ninety eight, they…

  • The Copper Shortage Squeezing Global Manufacturing

    October 17, 2026 · 11 min

    Lucas and Luna dig into the structural copper deficit that is quietly raising costs for everything from electric vehicles to construction. With prices climbing toward record highs and mine output struggling to keep pace, we explore how…

  • The Green Premium in Raw Material Costs

    October 17, 2026 · 17 min

    Lucas and Luna dissect why green aluminum costs significantly more than conventional inputs, exploring the structural shift in energy markets as October 2026 sees Brent crude touching one hundred ten dollars. With core CPI holding at three…

Full episode archive on Apple Podcasts →

About the show

Each trading day, Lucas and Luna sit at a commodities-trading desk and examine the forces moving oil, gold, wheat, copper, and other raw material markets. They ground every conversation in the day's price action, inventory reports, weather patterns, geopolitical developments, and currency moves that drive supply and demand. Lucas brings the macro context — central bank policy shifts, manufacturing PMIs, and freight costs — while Luna presses on the micro: what a strike at a Chilean copper mine, a drought in the U.S. wheat belt, or a production cut by OPEC+ means for the actual contracts traded on exchanges. They avoid the noise of daily tick-by-tick commentary; instead, they identify the structural trends and inflection points that matter for investors, procurement officers, and anyone whose business depends on raw material prices. Together, they ask: is the current rally in gold a hedge against currency debasement or a speculative overhang? Are wheat futures pricing in a supply shock that hasn't arrived? Which commodity is the best leading indicator for the next global recession? Every episode is a specific, data-driven discussion of one or two commodity markets, with clear takeaways on how the listener should think about positioning, risk, and opportunity. The show is for the professional and the serious amateur who wants to understand the physical economy — not the hype. #Oil #Gold #Wheat #Copper #Commodities #RawMaterials #OPEC #CentralBanks #SupplyChain #Inflation #Futures #Trading #Economics #Business #FexingoBusiness #BusinessPodcast #DailyBusinessNews #CommodityMarkets Keep every episode free: buymeacoffee.com/fexingo