Calvin Froedge
Commodities and macro analyst with expertise in shipping logistics, energy markets, and chemical/agricultural supply chains; provides market viewpoints and trade ideas related to geopolitics and hard-asset investing.
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Mar 9, 2026 • 1h 15min
Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World
Calvin Froedge, a commodities and macro analyst specializing in shipping, energy, and supply chains, discusses the strategic fallout of a Hormuz closure and its threat to global oil flows. He covers shipping reroutes, fertilizer and food supply risks, difficulty of reopening trade routes, trading headline risk, and where value may hide in chemicals, energy, and war metals.
