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Commodities Focus

Dec 24, 2025

The US import tariffs for shrimp are redefining cost structures and market access for major suppliers. As the American buyers restructure and rebalance their origin portfolio, major suppliers, India and Ecuador, are dealing with the domino effect. The podcast discusses how the tariff frictions could reorder global trade...


Nov 13, 2025

The global demand for basmati rice has been rising, especially in the Middle East and the EU. As a result, the competition to sell this long-grain variety has intensified in recent years. The world's biggest Basmati suppliers -- India and Pakistan -- claim proprietary ownership over this long-grain Asian indica rice....


Nov 5, 2025

The energy landscape in Asia has been evolving in recent years. With a global push towards renewable energy, the longstanding dependence of many Asian countries on coal comes into the limelight. The discussions surround critical questions about whether these nations will be able to transition from primarily fossil...


Oct 8, 2025

The first pause of triple-digit tariffs between the US and China prompted a container shipping surge. The second pause? Not so much.

The US and China in May took a 90-day breather from triple-digit tariffs that largely halted container ship traffic between the world’s two largest economies. Shippers and buyers raced...


Sep 3, 2025

The landscape of gasoline pricing and supply in Southeast Asia is evolving. The rising demand for low-sulfur blend stocks as Australia prepares for its transition, the effects of reduced non-oxygenated gasoline exports from India and Malaysia's upcoming subsidy increase for 95 RON gasoline--all these factors could...