This week, commodity markets delivered a masterclass in how geopolitics, industrial policy, and energy transition forces can converge all at once — and send shockwaves across copper, oil, and lithium simultaneously.

In this episode of The Commodity Brief Podcast, we unpack the three biggest commodity stories of the week and show you how they're all connected by the same macro thread.

The Strait of Hormuz closure triggered by the US-Iran conflict didn't just spike oil prices — it disrupted copper supply chains, pushed sulfuric acid costs to record highs, and rattled the entire base metals complex. Meanwhile, lithium continued its turbulent run as CATL's Jianxiawo mine suspension and Zimbabwe's export ban kept supply tight, even as China's energy storage boom drove demand higher.

We break it all down in plain, accessible language — no jargon, just the context you need to understand what happened and what it means for your portfolio.

What we cover:

• How the Strait of Hormuz closure is impacting copper supply and prices
• Oil's volatile week and what the Iran conflict means for energy markets
• Lithium's supply squeeze — CATL, Zimbabwe, and what comes next
• The macro thread connecting all three commodities
• What this turbulent week means for commodity investors

The Commodity Brief Podcast — Weekly intelligence on alternative assets and commodities.