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Gulf War creates fertilizer arbitrage that pulls supply away from US agriculture
April 2, 2026 -
Gulf War hands elite hedge funds their worst month since liberation day
April 2, 2026 -
China’s Tazara bet puts it in direct rail race with US-backed Lobito Corridor in Africa
April 2, 2026 -
China’s state ore buyer takes on BHP in biggest mining standoff since 2009
April 2, 2026 -
US fuel exports hit record 3.1 million bpd as World scrambles for supply
April 2, 2026 -
India waives tariffs to fix a shortage its own emergency orders created
April 2, 2026 -
Asia-Pacific governments spend tens of billions a month to hold down fuel prices
April 2, 2026 -
Chile’s copper output hits nine-year low as ore grades keep falling
April 1, 2026 -
Crude futures understate the worst supply disruption in modern oil history
April 1, 2026 -
March PMI data captures first full month of war’s toll on Asian industry
April 1, 2026
