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

by Fexingo
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Latest episodes

  • The Hidden Cost of Moving Raw Materials

    October 10, 2026 · 13 min

    We drill into the logistics premium that is quietly reshaping commodity pricing in late 2026. With crude oil futures climbing over two percent in five days to hit ninety-one dollars and eighty-five cents, you might expect freight costs to…

  • The Hidden Cost of Moving Raw Materials

    October 9, 2026 · 8 min

    We explore the invisible infrastructure that determines whether your coffee, copper, or crude oil actually reaches you. With shipping rates fluctuating and geopolitical deals reshaping trade routes, the cost of moving goods is quietly…

  • The Invisible Cost of Moving Raw Materials

    October 8, 2026 · 10 min

    We drill into the shipping logistics crisis reshaping commodity markets right now. With dry bulk freight rates climbing sharply in October 2026, the cost of moving wheat, copper, and iron ore is becoming a hidden inflation driver. We…

  • The $76 Million Supertanker Shock

    October 7, 2026 · 8 min

    Why a single supertanker charter cost seventy-six million dollars to ship crude from the Gulf Coast to China, and what that ten-fold premium reveals about global shipping bottlenecks. Lucas and Luna break down how freight rates are…

  • Why Cotton Prices Are Soaring Right Now

    October 6, 2026 · 8 min

    With cotton futures jumping over nine percent in five days, we look at the structural squeeze behind the spike. Lucas and Luna break down how global supply constraints and shifting demand from key manufacturing hubs are driving this move…

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  • Why Cotton Prices Are Soaring Right Now

    October 5, 2026 · 9 min

    Cotton futures have surged over seven percent in five days, reaching levels that are reshaping global textile supply chains. Lucas and Luna examine why this sharp move is happening right now, focusing on the structural shift away from…

  • The Real Cost of Green Aluminum

    October 4, 2026 · 9 min

    We look at why aluminum is becoming the most critical bottleneck in the green energy transition. With prices hitting record highs in 2026, we break down the supply chain constraints that are driving costs up, from bauxite shortages to…

  • The Real Cost of Green Aluminum

    October 3, 2026 · 10 min

    In Episode 205, Lucas and Luna explore why aluminum costs more than oil in the current market. With green energy mandates driving demand for low-carbon metal, producers are facing a structural cost premium that is reshaping supply chains…

  • The Green Premium Why Aluminum Costs More Than Oil

    October 2, 2026 · 9 min

    Oil prices have softened, but aluminum is hitting record highs in October 2026. We break down the supply bottleneck reshaping green energy costs, from smelter closures to the soaring price of carbon-free production. With core PCE still…

  • The Natural Gas Winter Premium

    October 1, 2026 · 8 min

    As October 2026 arrives, natural gas futures are trading near two point nine five dollars while winter energy crunches loom in Europe. Lucas and Luna examine why this specific commodity is pricing in geopolitical risk and supply…

  • The Inflation Paradox Why Prices Stick

    September 30, 2026 · 6 min

    Oil and copper are falling, yet core inflation remains stubbornly above two percent. Lucas and Luna dissect the disconnect between raw material costs and consumer prices, exploring why sticky services inflation is outpacing goods…

  • Why Inflation Persists Despite Falling Oil Prices

    September 29, 2026 · 9 min

    Lucas and Luna explore the disconnect between collapsing crude prices and sticky consumer inflation. With Brent falling over ten percent in five days while core CPI remains elevated, we ask why the traditional transmission mechanism is…

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