In this in-depth commodity market interview, I sat down with Trader Ferg to break down the biggest trends shaping global energy and commodities in 2026. They explore the ongoing energy crisis, the surprising resurgence of coal, and how LNG supply disruptions are reshaping global markets, especially across Asia and Europe. The discussion dives into uranium and nuclear energy outlooks, gold and precious metals positioning, and why fertilizer shortages could trigger the next wave of food inflation. Ferg also shares insights on commodity trading strategies, volatility, and overlooked opportunities in sectors like PGMs and agriculture. This interview is essential viewing for investors and traders looking to understand macro trends, energy security risks, and the next potential commodity supercycle.

🗓️ Recording date: April 21 , 2026

📖 Chapters
0:00 Intro
1:50 – Why Coal Is Back in Focus
3:00 – LNG Supply Shock Explained (Qatar, War, Shipping Disruptions)
5:30 – Coal Demand: Short-Term Spike or Structural Shift?
7:00 – Asia Energy Crisis: LNG vs Coal Switching
9:00 – Europe's Energy Problem: Solved or Worse?
11:30 – Russian Gas Dependency & Policy Reality
14:00 – China's Strategy: Stockpiling & Market Control
15:30 – Fertilizer Shortages & Food Inflation Risks
17:00 – Agriculture vs Energy: Best Macro Trade?
19:00 – Uranium Market Outlook & Nuclear Energy
22:00 – ISR Uranium Risks & Supply Constraints
24:30 – Will Germany Return to Nuclear?
28:30 – PGMs (Platinum Group Metals): Supply Crisis
31:20 – Gold Outlook: Long-Term Strategy
32:50 – Silver vs PGMs: Where's the Opportunity?