The Commodities Institute Podcast

The Commodities Institute
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A daily breakdown of the trends, risks, and market moves shaping global commodities—from oil and agriculture to metals, energy, and freight. Clear, sharp, and globally informed.

  1. -38 MIN

    From Russian Crude to AI Metals: How Power, Food, and Trade Are Repricing Risk

    Today’s episode unpacks a pivotal shift in global commodities, from copper overtaking iron ore in mining earnings to dramatic changes in oil flows between Russia, China, and Europe. We also explore how weather, geopolitics, and infrastructure are reshaping agriculture, power markets, and critical minerals supply chains. www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - www.instagram.com/commoditiesinstitute Facebook - www.facebook.com/61584221970761 TikTok - www.tiktok.com/@commoditiesinstitute YoTube - www.youtube.com/@commoditiesinstitute #Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade

    7 min

  2. -4 J

    Moldy Corn, 178M Tons of Soy, and the Sulfuric Surplus

    In today’s episode, we explore why China is ditching its domestic corn for global sorghum, how copper smelters are finding gold in sulfuric acid, and why the shipping industry is ignoring political delays on carbon taxes. We also dive into the shifting "Peak Oil" timeline and Namibia’s uranium surge. www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - www.instagram.com/commoditiesinstitute Facebook - www.facebook.com/61584221970761 TikTok - www.tiktok.com/@commoditiesinstitute YoTube - www.youtube.com/@commoditiesinstitute #Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade

    9 min

  3. -5 J

    Oil Diplomacy, Rare Earth Futures, and Platinum’s Record Surge

    U.S. officials push for a dramatic revival of Venezuela’s oil sector as OPEC signals a possible second-quarter surplus. Meanwhile, CME explores launching the world’s first rare earth futures contract, platinum miners enjoy record prices but hold back on expansion, and global agriculture markets shift under new trade deals and export revisions. www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - www.instagram.com/commoditiesinstitute Facebook - www.facebook.com/61584221970761 TikTok - www.tiktok.com/@commoditiesinstitute YoTube - www.youtube.com/@commoditiesinstitute #Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade

    10 min

  4. -6 J

    Snowless Europe, The Silver Deficit and USDA’s Data Storm

    In this episode, Emily Costa analyzes the deepening structural deficit in the silver market and the institutional fallout from the USDA's unprecedented corn acreage revisions. We explore the legal and political tug-of-war over Venezuela’s oil assets following the easing of U.S. sanctions and dive into the energy volatility gripping Europe as low snow cover forces a return to natural gas. From the output struggles at Codelco’s El Teniente to the shifting coal landscape in China, we break down the trends defining the commodities world on February 11, 2026.

    9 min

  5. -6 J

    The Million Barrel Milestone and the Global Mineral Hunt

    In this episode, we analyze Venezuela’s return to a million barrels of oil per day, India’s strategic push for lithium and rare earth minerals across three continents, and the shifting dynamics in agricultural markets as West African cocoa begins to recover. We also dive into the surprising drop in Australian power prices and the long-term challenges facing oil majors like Shell.

    6 min

  6. 9 FÉVR.

    Sanctions, Storms, and Supply Chains: A Global Commodities Reality Check

    In today’s episode, we unpack a sweeping European push to choke off Russian crude exports, explore how extreme weather is reshaping agricultural outlooks from Iberia to Argentina, and dig into the intensifying geopolitical race for critical minerals. From oil and gas to metals, grains, and freight flows, this episode connects the dots between policy, climate, and markets to explain what really matters right now in global commodities.

    9 min

  7. 6 FÉVR.

    Copper Gluts, Russian Crude Cuts, and Soybean Demand

    Global commodity markets are being reshaped by deepening discounts, shifting trade routes, and political pressure. This episode explores why Russian crude is flooding China at record markdowns, how copper is piling up in U.S. and Asian warehouses, and what costly soybean diplomacy and shrinking European sugar output reveal about demand in twenty twenty six.

    8 min

  8. 5 FÉVR.

    The Battle for Critical Minerals, Discounted Oil, and Locked-In LNG.

    Oil trade flows are under fresh political pressure, LNG buyers are locking in decades-long supply, and governments are stepping deeper into critical minerals markets. This episode breaks down how geopolitics is reshaping energy, metals, and agriculture — and what it means for prices, trade routes, and global supply chains. www.commoditiesinstitute.com FOLLOW US @commoditiesinstitute Instagram - www.instagram.com/commoditiesinstitute Facebook - www.facebook.com/61584221970761 TikTok - www.tiktok.com/@commoditiesinstitute YoTube - www.youtube.com/@commoditiesinstitute #Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade

    9 min
Tout afficher (97)

À propos

A daily breakdown of the trends, risks, and market moves shaping global commodities—from oil and agriculture to metals, energy, and freight. Clear, sharp, and globally informed.

Informations

  • Création
    The Commodities Institute
  • Années d’activité
    2025 - 2026
  • Épisodes
    97
  • Classification
    Tous publics
  • Copyright
    © The Commodities Institute
  • Site web de l’émission
    The Commodities Institute Podcast

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