Metacasts: Commodities & Energy

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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each weekly Metacast distils the most important commodities and energy conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next. A Personalised Intelligence production — www.pers-int.com

  1. HACE 1 DÍA

    The Scarcity Pivot: When AI Ambition Hits the Physical Ceiling

    This week's edition examines the transition from cyclical price fluctuations to a regime of permanent, geostrategic bottlenecks in global energy and commodity markets. We analyze how the $3 trillion AI capital expenditure cycle is fundamentally colliding with energy supply constraints, from the Strait of Hormuz blockade to the emerging struggle for Arctic and maritime dominance. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:35 - The AI Boom and the New Inflationary Regime 8:59 - Crude Volatility and the Persian Gulf Bottleneck 15:14 - Commodity Supply Squeezes: Copper, Sulfur, and Wheat 17:35 - The Great Energy Transition: From Molecules to Electrons 19:51 - The High-Stakes Race for Arctic and Maritime Dominance 21:56 - Conclusion Referenced sources: - "Bloomberg Surveillance TV May 18th, 2026" (Bloomberg Surveillance) - "Iran Oil Sanctions, LIRR Strike, Primary Electiona in Focus" (Bloomberg Surveillance) - "Bloomberg Surveillance TV May 15th, 2026" (Bloomberg Surveillance) - "Equities, Bonds, and Geopolitics" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Seema Shah & Paul Quinsee" (Bloomberg Surveillance) - "Inflation and Geopolitics Impact Markets" (Bloomberg Surveillance) - "Bloomberg Surveillance TV May 13th, 2026" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Simon White & Ben McMillan" (Bloomberg Surveillance) - "Iran Conflict Brief How the Iran Standoff is Rewriting US-China Relations" (Columbia Energy Exchange) - "Arctic Expert Iris Ferguson on Greenland's Resources, Geopolitical Risks" (Columbia Energy Exchange) - "Global wheat markets on edge as war, weather, and fertilizer shocks drive new rally" (Commodities Focus) - "Copper markets react to high sulfuric acid prices, Middle East conflict" (Commodities Focus) - "From crisis to resilience How renewables are strengthening Europe's energy security" (Energy Evolution) - "Macro Matters NISA Investments' Douglass on Fed, Fiscal Outlook" (FICC Focus) - "MacroVoices #532 Mike Green Record Mechanical Flows" (Macro Voices) - "Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks" (Odd Lots) - "Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back" (Odd Lots) - "Samanth Subramanian on the Undersea Cables That Keep the Internet Alive" (Odd Lots) - "US exports hit record high as Middle East war blocks Persian Gulf supply" (Oil Markets) - "229. Climate Tech reinvented from green molecules to green electrons - May26" (Redefining Energy) - "Sulphurous Times with Meena Chauhan" (The HC Commodities Podcast) - "Process, Process, Process" (The Macro Trading Floor) - "What's bothering bonds" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    24 min

  2. 12 MAY

    The Friction Era: When Geopolitical Chaos Meets the AI Energy Surge

    This week's edition explores the breakdown of global trade efficiency as the Strait of Hormuz crisis triggers a shift from 'just-in-time' to 'just-in-case' commodity strategies. We analyze how the massive capital pivot toward AI infrastructure is colliding with a fractured energy supply chain, threatening to destabilize everything from global gas markets to food security. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:57 - The Strait of Hormuz Crisis and Global Supply Shocks 9:35 - From Just-in-Time to Just-in-Case: The New Era of Commodity Trading 13:28 - The AI Infrastructure Boom and the Energy Crunch 16:54 - Trade Flow Realignments: The US, India, and Europe 18:54 - Regulatory Headwinds and the Future of Global Gas 20:51 - Conclusion Referenced sources: - "Global LPG Conversations Hormuz disruption tests Asian LPG demand" (Argus Media) - "Strait Talks - Breaking Down the Break down" (Argus Media) - "Fertilizer Matters EP49 Middle East Conflict - The Potash Market Anomaly" (Argus Media) - "Tightened Supply Chains Strait of Hormuz & Bitumen Markets" (Argus Media) - "Strait Talk False Dawn or Real Don" (Argus Media) - "Global LPG Conversations From shock to softness Why the European propane market eased" (Argus Media) - "Bloomberg Surveillance TV May 11th, 2026" (Bloomberg Surveillance) - "US & Iran Wrangle Over Deal Terms to End War" (Bloomberg Surveillance) - "Bloomberg Surveillance TV May 8th, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV May 7th, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV May 6th, 2026" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Joumanna Bercetche and Heath Terry" (Bloomberg Surveillance) - "Bloomberg Surveillance TV May 5th, 2026" (Bloomberg Surveillance) - "Market Impact of AI and Iran" (Bloomberg Surveillance) - "Bob McNally and Jason Bordoff on Handling an Energy Crisis" (Columbia Energy Exchange) - "How EU's methane rules could upend global gas trade" (Energy Evolution) - "MacroVoices #531 Louis-Vincent Gave Semiconductors, AI & Iran Conflict" (Macro Voices) - "Bonus episode Hedging through the storm - can India's Dated Brent contract reshape risk landscape" (Oil Markets) - "European middle distillate flows shift on Persian Gulf supply constraints" (Oil Markets) - "228. Decentralizing Power The Rise of Behind-the-Meter Energy - May26" (Redefining Energy) - "Commodity Trading's Bumper Q1 with Archie Hunter" (The HC Commodities Podcast) - "The Buy America trade" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    23 min

  3. 5 MAY

    The Infrastructure Gap: When AI Ambition Meets Energy Scarcity

    This week's edition explores the dangerous disconnect between massive capital investments in AI and the physical limitations of our global energy grids. We dive into the geopolitical volatility of the Strait of Hormuz, the Fed's strategic signaling, and the high-stakes race to re-map the global energy landscape from Argentina to Africa. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:18 - The Strait of Hormuz Standoff and Global Oil Volatility 6:55 - Monetary Policy Shifts and the Fed’s Leadership Transition 12:37 - The AI Revolution: Driving Tech CapEx and Energy Demand 16:42 - Emerging Market Shifts: From Argentine Shale to African Refineries 21:35 - The Great Energy Transition: Nuclear, Wind, and Renewables 25:24 - Conclusion Referenced sources: - "Power Dispatch Modulate and Modernise A New Atomic Age" (Argus Media) - "Driving Discussions ARDA South Africa rundown" (Argus Media) - "Hablando de Mercado Refinerías y Vaca Muerta" (Argus Media) - "Market Talks Refineries and Vaca Muerta" (Argus Media) - "Falando de Mercado Refinarias e Vaca Muerta" (Argus Media) - "Bloomberg Surveillance TV May 4th, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV May 1st, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 30th, 2026" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene George Bory & Ed Hirs" (Bloomberg Surveillance) - "Big Tech AI Blowout and Fed Dissent" (Bloomberg Surveillance) - "Earnings Analysis Meta, Microsoft, Alphabet & Amazon Deliver Earnings" (Bloomberg Surveillance) - "Instant Reaction Fed Holds Rates, Three Officials Dissent" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Seema Shah & Michael Ball" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 29th, 2026" (Bloomberg Surveillance) - "Fed Decision and Price Pressures" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Robert Kaplan & Eddie Fishman" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 28th, 2026" (Bloomberg Surveillance) - "US Economic Signals and the Latest on Iran Negotiations" (Bloomberg Surveillance) - "Iran Conflict Brief Why the UAE Is Leaving OPEC Now" (Columbia Energy Exchange) - "The Iran Oil Shock Will it Force the World to Re-think the Future of Energy" (Columbia Energy Exchange) - "Macro Matters BlackRock's Brownback on Global FI Opportunities" (FICC Focus) - "MacroVoices #530 Daniel Lacalle China and The Us Will Decide The Outcome of The Iran War" (Macro Voices) - "Service company earnings Infrastructure shifts, e-fleets, and Latin American growth" (Oil Markets) - "227. Wind + Grids = Energy Security - May26" (Redefining Energy) - "Escalation Impotence with Doomberg" (The HC Commodities Podcast) - "The Fed holds steady" (Unhedged) - "Gloom and boom" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    29 min

  4. 28 ABR

    Control: The Illusion of Energy Independence

    This week's edition performs a 'systemic biopsy' on the global energy landscape, revealing that true independence is a myth and control of the entire value chain – from minerals to algorithms – is the new battleground. We unpack the US position, China's strategic dominance, and the precarious balance following Middle East tensions, finding that the current energy crisis isn't just about supply and demand, but a fundamental reset in how we define security. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:16 - The US Energy Position: Powering Forward? 8:22 - Global Energy Security in Crisis 15:38 - Tech, AI, & the Commodities Boom 19:26 - China’s Energy Dominance & Supply Chain Control 22:18 - Middle East Conflict & Regional Fuel Markets 25:30 - Conclusion Referenced sources: - "SAF Insights European SAF market holds breath on jet price surge" (Argus Media) - "Fertilizer Matters EP48 Feed Phosphates Market Fundamentals" (Argus Media) - "Chemical Conversations South Korea BTX Rationalisation and Global Impact" (Argus Media) - "MEPC 84 What's at stake in global shipping's decarbonization debate" (Argus Media) - "Strait Talk Truce or Dare" (Argus Media) - "Driving Discussions Turbulence Ahead - The Jet Fuel Supply Crisis" (Argus Media) - "Bloomberg Surveillance TV April 28th, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 27th, 2026" (Bloomberg Surveillance) - "Market Fundamentals Drive Rally and Outline US Eco Risks" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 23rd, 2026" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Anna Wong & Marc Champion" (Bloomberg Surveillance) - "Artificial Intelligence, Oil and Iran" (Bloomberg Surveillance) - "0423 Surveillance Radio Podcast" (Bloomberg Surveillance) - "The Iran Oil Shock Will it Force the World to Re-think the Future of Energy" (Columbia Energy Exchange) - "Ian Bremmer on Navigating a Fragmenting World" (Columbia Energy Exchange) - "Southern Company CEO Chris Womack on AI, power demand and affordability" (Energy Evolution) - "Macro Matters Jerome Schneider on Funding Market Risks" (FICC Focus) - "Basil Halperin on Macroeconomic Policy in an Age of Transformative AI" (Macro Musings with David Beckworth) - "MacroVoices #529 Ole S Hansen Commodities in The Wake of The Iran Crisis" (Macro Voices) - "Understanding the Most Viral Chart in Artificial Intelligence" (Odd Lots) - "James Bosworth on the Orange Wave Happening Across Latin America" (Odd Lots) - "Google's Liz Reid on Who Will Own Search in a World of AI" (Odd Lots) - "From Hormuz to Asia the ripple effects on oil trade, prices, and economies" (Oil Markets) - "226. Energy trends and shocks from range anxiety to pump anxiety - Apr26" (Redefining Energy) - "Notes from the FT Global Commodities Summit with Paul Chapman" (The HC Commodities Podcast) - "China Shock 2.0" (Unhedged) - "Trading disruption" (Unhedged) - "Why Do Many Western Defense Tech Firms Struggle in Ukraine" (War on the Rocks) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    28 min

  5. 21 ABR

    Systemic Fragility: When Control Becomes Illusion

    This week's edition dissects the converging forces of geopolitical instability, supply chain vulnerabilities, and the energy transition’s hidden costs. We unpack the oil market’s deceptive calm, Apple’s bid for control amid resource competition, and a looming fertilizer crisis that exposes a fundamental fragility in global food security – revealing how attempts to eliminate risk often merely re-regionalize it. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:23 - Geopolitical Shocks & Crude Oil Markets 10:22 - Apple's Future & the Tech Supply Chain 15:30 - The Energy Transition's Power Demands 21:01 - Food Security & Global Fertilizer Supply 23:53 - Conclusion Referenced sources: - "Back from the fields Romania and Ukraine crop tours Apr 26" (Argus Media) - "Chemical Conversations Methanol Trends, Price Outlook & Middle East Conflict" (Argus Media) - "Fertilizer Matters EP47 Middle East Conflict - Impact on Urea & Phosphates Markets" (Argus Media) - "Instant Reaction Apple Names John Ternus Next CEO, Tim Cook Becomes Chairman" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 20th, 2026" (Bloomberg Surveillance) - "Iran Wavers on Peace Talks After US Seizes Ship" (Bloomberg Surveillance) - "S&P Eyes Third Week of 3% Gain" (Bloomberg Surveillance) - "Instant Reaction Netflix Misses, Reed Hastings Steps Down" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 16th, 2026" (Bloomberg Surveillance) - "Amos Hochstein on the Strait of Hormuz Opening and Where the War is Headed" (Columbia Energy Exchange) - "Iran Conflict Brief Will the Ceasefire Hold Analyzing Tehran's High-Stakes Diplomacy" (Columbia Energy Exchange) - "Rajiv Shah on Advancing Universal Abundant Energy Access" (Columbia Energy Exchange) - "MacroVoices #528 Luke Gromen Hormuz Could Lead To a 1956 US Suez Moment" (Macro Voices) - "Jack McClendon on Why It's So Hard to Create a New American Oil Boom" (Odd Lots) - "225. US Utilities vs Hyperscalers - Apr26" (Redefining Energy) - "Europe's Power Trading Outlook with Xavier Veillard" (The HC Commodities Podcast) - "Space ecstasy" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    27 min

  6. 14 ABR

    Fragile Equilibrium: Oil, Credit & the Illusion of Resilience

    This week's edition unpacks the unsettling calm in commodity markets, revealing a deeply fragile system underpinned by geopolitical risks and a disconnect between ‘hard numbers’ and economic reality. We analyze the structural vulnerabilities exposed by the Strait of Hormuz, the surprising surge in Argentine oil exports, and the implications of a shifting global energy landscape – where adaptability is increasingly constrained. From sulfur supply chains to the future of nuclear power, we explore the signals that suggest the current stability is a temporary illusion. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:11 - Geopolitical Risks & Crude Oil Markets 9:51 - US Economic Outlook: Inflation & Credit Risks 16:25 - Copper Supply Chains Under Pressure 19:31 - The Future of Energy: Beyond Renewables 22:41 - Argentina’s Shale Oil Rise & Export Potential 25:16 - Conclusion Referenced sources: - "Metal Movers Copper's Volatile New Landscape Argus Media" (Argus Media) - "The Power Dispatch (Re)integrating Europe's power market" (Argus Media) - "Metal Movers Strait of Hormuz - How Sulphur is Impacting the Copperbelt" (Argus Media) - "Global LPG Conversations" (Argus Media) - "Hablando de Mercado Petróleo de esquisto en Argentina" (Argus Media) - "Market Talks Shale oil surge in Argentina" (Argus Media) - "Falando de Mercado Petróleo de xisto na Argentina" (Argus Media) - "The Biofuels Report RFS Reset - US Biofuel Mandates Evolve" (Argus Media) - "Single Best Idea with Tom Keene Jean Boivin & Peter Tchir" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 13th, 2026" (Bloomberg Surveillance) - "Hormuz Blockade Spurs Market Jitters" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 10th, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 9th, 2026" (Bloomberg Surveillance) - "Promote Giving - A New Model for Performance-Driven Giving (EP.496)" (Capital Allocators – Inside the Institutional Investment Industry) - "Dan Steingart on Battery Innovation and the Future of Energy Storage" (Columbia Energy Exchange) - "State of Distressed Debt Weber, Aguirre on Attaining Owner DNA" (FICC Focus) - "Macro Matters Fed Past & Future with BNY's Reinhart" (FICC Focus) - "Kris Mitchener on What Actually Anchors the Price Level" (Macro Musings with David Beckworth) - "MacroVoices #527 Adam Rozencwajg What Comes Next After The Iran Crisis" (Macro Voices) - "Ziad Daoud Explains How War with Iran Will Reshape the Gulf" (Odd Lots) - "The Big Macro Force That's Been Driving Stocks Higher for Years" (Odd Lots) - "Hormuz chokepoint Global scramble for diesel supply" (Oil Markets) - "224. From Wind farms (yield) to Datacenters (growth) - Apr26" (Redefining Energy) - "Guns and butter and credit" (Unhedged) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    28 min

  7. 7 ABR

    The Slow Creak: Geopolitics, Oil & a System Under Stress

    This week's edition dives deep into the escalating energy crisis, moving beyond price volatility to examine the systemic vulnerabilities reshaping global commodity markets. We unpack the precarious situation in Iran, the logistical challenges in the Strait of Hormuz, and whether the financial system’s reliance on tariffs is creating a dangerously fragile equilibrium. Plus, a look at the promising, yet crucial, advancements in the I-REC market and its potential for verifiable renewable energy impact. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:12 - Energy Market Shockwaves & Price Volatility 9:54 - Geopolitical Risk & Investment Responses 18:23 - Securing the Strait of Hormuz: Military & Logistical Challenges 22:20 - Iran's Internal Stability & Regional Conflict 25:22 - Renewable Energy Markets: I-RECs & the Transition 28:11 - Conclusion Referenced sources: - "Chemical Conversations BTX Market Pressures Amid Middle East Conflict" (Argus Media) - "Metal Movers How the Iran Conflict is Impacting Steel Markets" (Argus Media) - "Single Best Idea with Tom Keene Eric Van Nostrand & Scott DiMaggio" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 6th, 2026" (Bloomberg Surveillance) - "Ceasefire Push Keeps Markets on Edge" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 2nd, 2026" (Bloomberg Surveillance) - "Oil Surges on Fears of Prolonged War" (Bloomberg Surveillance) - "Instant Reaction Trump Threatens to Escalate Iran War in Primetime Speech" (Bloomberg Surveillance) - "Bloomberg Surveillance TV April 1st, 2026" (Bloomberg Surveillance) - "Iran Tightens Grip on Strait of Hormuz" (Bloomberg Surveillance) - "Bruce MacDonald - The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)" (Capital Allocators – Inside the Institutional Investment Industry) - "Iran Conflict Brief Ali Ansari on What's Going on Inside Iran" (Columbia Energy Exchange) - "Iran Conflict Brief The War's Lasting Impact on Gulf States" (Columbia Energy Exchange) - "In the fast-growing Brazilian I-RECs market, what challenges and opportunities lie ahead" (Commodities Focus) - "Macro Matters The Auto ABS Landscape With BI's Chadehumbe" (FICC Focus) - "All Options Considered Iran War, Hormuz and Market Tails" (FICC Focus) - "MacroVoices #526 Matt Barrie Pay To PrAI" (Macro Voices) - "Gina Raimondo on How European Industry Is Getting Crushed" (Odd Lots) - "Scott Bok Explains What Investment Bankers Actually Do All Day" (Odd Lots) - "Nigeria's Dangote refinery takes spotlight amid Middle East conflict" (Oil Markets) - "How an energy crisis unfolds" (Unhedged) - "Reopening the Strait of Hormuz & Saving Downed Pilots" (War on the Rocks) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    31 min

  8. 1 ABR

    Pressure Points: Geopolitics, Yuan & the Fragile Economy

    This week's edition dissects the interconnected pressures reshaping global markets, from the energy crisis and commodity trade flows to the Fed’s precarious balancing act and the growing risks in private credit. We explore how logistical bottlenecks, shifting currency dynamics, and the illusion of liquidity are creating a uniquely vulnerable economic landscape. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:06 - Energy Markets Under Pressure: Geopolitics & Supply Shocks 9:09 - Commodity Trade Flows & The Rise of the Yuan 15:34 - The US Economy: Fed Policy, AI & Inflation 19:42 - Private Credit Risks: Defaults & Liquidity Squeeze 23:30 - Conclusion Referenced sources: - "Fertilizer Matters EP44 Chinese Ammonia Market" (Argus Media) - "Strait Talk Crisis in the Gulf" (Argus Media) - "Metal Movers How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets" (Argus Media) - "Bloomberg Surveillance TV March 31st, 2026" (Bloomberg Surveillance) - "Bloomberg Surveillance TV March 30th, 2026" (Bloomberg Surveillance) - "Single Best Idea With Tom Keene Anna Wong and Joumanna Bercetche" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Robert Kaplan and Randy Schwimmer" (Bloomberg Surveillance) - "Single Best Idea with Tom Keene Richard Clarida & Francois Trahan" (Bloomberg Surveillance) - "Kieran Goodwin - Private Credit Concerns (EP.494)" (Capital Allocators – Inside the Institutional Investment Industry) - "Javier Blas on CERAWeek and the Energy Market's Reckoning" (Columbia Energy Exchange) - "Credit Crunch GSAM's McClain on High Yield Risks, Resilience" (FICC Focus) - "Credit Crunch Monroe's Uddin on Software, Middle-Market Lending" (FICC Focus) - "Macro Matters Fed Communications With Bloomberg's Mike McKee" (FICC Focus) - "Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI" (Odd Lots) - "CERAWEEK 2026 With Hormuz shut, who fills the gap" (Oil Markets) - "Strait of Hormuz uncertainty, Asia's LPG scramble as Middle East flows stall" (Oil Markets) - "Hormuz on a chokepoint, Asia's LPG scramble as Middle East Gulf flows stall" (Oil Markets) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    26 min
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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each weekly Metacast distils the most important commodities and energy conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next. A Personalised Intelligence production — www.pers-int.com

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