The Commodities Institute Podcast – Details, episodes & analysis

A deep dive into the latest moves in oil, metals, agriculture, and energy markets, exploring how trade disputes, shifting supply chains, and weather events are reshaping global commodity flows.

In today’s episode, we unpack why global oil markets remain tight despite increased OPEC+ output targets, explore India’s delicate energy balancing act amid U.S. trade pressure, and examine the shifting competitiveness in global soybean and rare earth exports.

We unpack the U.S.’s potential Venezuela oil sanction easing, plummeting North Dakota wheat yields, Ivory Coast’s cocoa crisis under EU rules, Rio Tinto’s titanium exit, and how Trump’s subsidy cuts are derailing America’s clean energy boom.

In this episode, we unpack the major developments shaping global commodities—from oil export roadblocks in the Black Sea to silver's stellar rally and fresh moves in global beef and soymeal trade. Join us as we decode the week's biggest headlines and explore the ripple effects across global markets.

In this episode, we explore ExxonMobil's strategic return to Trinidad’s offshore energy scene, rising global demand for natural gas, and how geopolitical decisions are reshaping power markets and agricultural trade. From Caribbean deepwater deals to France's wheat fields and Japan's steel battles, this week’s round-up captures the critical moves shaping commodities.

In this episode, we explore how EU sanctions are reshaping global oil flows and examine whether OPEC and IEA forecasts are falling behind reality. We also take a close look at U.S. corn, Russian grain, China's steel emissions, and the Philippines' pivot away from coal.

In today’s episode, we break down the EU’s bold move to enforce a new Russian oil price cap, the fallout and delays in Chevron’s acquisition of Hess, and China’s tightening grip on critical mineral exports. We also touch on what Europe’s wheat glut means for farmers and why LNG flows are changing course. A packed update you won’t want to miss.

In today’s episode, we explore the fragile reawakening of Iraqi Kurdistan’s oil exports, BHP’s costly potash pivot in Canada, and why Coca-Cola’s sugar switch could disrupt U.S. agriculture. Join us for an in-depth look at how geopolitics, energy policy, and corporate decisions are shaping today’s global commodity landscape.

In this episode, we explore how Canada’s oil sands are quietly transforming into North America’s most resilient oil play, examine the dramatic drone attacks disrupting oil fields in Iraqi Kurdistan, and unpack the global ripples of low crop prices, steel trade tensions, and renewed LNG strategies.

In this episode, we break down the latest developments across the oil, metals, and agricultural markets, from OPEC’s bullish tone to China’s strategic crude stockpiling and rising copper bets amid shifting geopolitical winds.