The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
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Latest episodes
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Why Food Prices Defy Energy Drops
October 28, 2026 · 9 minEnergy 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…
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Why Your Groceries Keep Rising Despite Lower Energy Costs
October 27, 2026 · 8 minWe 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…
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How Brazil’s Election Reshapes Global Commodity Flows
October 26, 2026 · 10 minWith 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…
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The Nitrogen Fertilizer Price Shock
October 24, 2026 · 10 minNatural 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…
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The Commodity Currency Trap
October 23, 2026 · 10 minWhy 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 minOil 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…
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The Copper Shortage Squeezing Global Manufacturing
October 22, 2026 · 12 minLucas 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…
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The Aluminum Shortage Squeezing Global Manufacturing
October 21, 2026 · 11 minLucas 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…
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The Hidden Toll of Moving Raw Materials
October 20, 2026 · 8 minWe 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…
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Why Oil Is Ignoring The Economic Slowdown
October 18, 2026 · 8 minLucas 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…
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The Copper Shortage Squeezing Global Manufacturing
October 17, 2026 · 11 minLucas 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…
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The Green Premium in Raw Material Costs
October 17, 2026 · 17 minLucas 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…

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