The Commodity Exchange – Details, episodes & analysis

In this episode of The Commodity Exchange, Nitesh Shah is joined by Josef Schachter of the Schachter Energy Report to unpack the recent volatility in oil prices and what it means for investors. They discuss supply dynamics, strategic reserves, and how geopolitical tensions are shaping short-term price movements.

Beyond the headlines, the conversation expands into a broader view of commodities, from energy markets to metals and food, and the case for a new commodity supercycle driven by underinvestment and rising demand from emerging markets.

In this episode of The Commodity Exchange, Nitesh Shah is joined by Tobias Lazar to explore the strategic role of commodities. They discuss diversification, inflation protection, the US dollar effect, and where we are in the economic cycle. They also explain how commodity indices are constructed, why futures curve positioning matters, and how next-generation strategies aim to reduce roll drag and improve outcomes.

From gold and silver to cocoa, copper and crude oil, this episode unpacks how commodities behave and why they may matter more than investors realise.

Mining is no longer just about extraction—it’s about creating lasting value for local communities. In this episode of The Commodity Exchange, host Nitesh Shah is joined by Dr. Ingrid Putkonen, Founder and Managing Director of Metals for Humanity, to explore how mining companies are rethinking their role in society. From using silver to improve access to clean water to building traceable supply chains and embedding ESG into the business model, they discuss how mining can become a force for good in an increasingly complex global landscape.

You can follow our hosts on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

As data centers, electrification, and AI drive electricity demand to new highs, what does this mean for commodities? In this episode of The Commodity Exchange, host Nitesh Shah is joined by James Whiteside of Wood Mackenzie to explore how the energy transition, data centre expansion, and growing EV adoption are reshaping the demand for key resources. From copper and lithium to rare earths and aluminium, they break down the metals and materials essential to the future of energy—and whether supply can keep up with surging demand.

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

Commodity markets are facing headwinds from rising bond yields, a strong dollar, trade wars, and China’s economic slowdown—but not all assets will struggle. In this episode of The Commodity Exchange, Mobeen Tahir and Nitesh Shah explore which commodities are set to thrive despite the risks. From gold’s surprising resilience to silver’s breakout potential and the energy transition fuelling demand for base metals, they break down where investors can find opportunities in 2025.

For EU Investors Only:

For more valuable insights and to stay ahead in the ever-evolving world of commodities, visit wisdomtree.eu/outlook

Gold has reached record highs in 2025, but what’s fuelling the rally? In this episode of The Commodity Exchange, host Nitesh Shah speaks with James Steel, Chief Precious Metals Analyst at HSBC, to break down the key drivers behind gold’s latest surge. From central bank demand to shifting geopolitical risks, they explore why investors are turning to gold despite rising bond yields and a strong U.S. dollar. Tune in for expert insights on gold price trends, silver’s potential breakout, and what lies ahead for precious metals markets.

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

In this episode of The Commodity Exchange, Nitesh hosts Aldo Spanjer, Senior Commodity Strategist at BNP Paribas, to explore the intricate dynamics of the oil and gas markets as we transition from the Year of the Dragon to the Year of the Snake. Reflecting on a year that ended with a surprising rally in energy prices, Aldo discusses the impact of geopolitical tensions, including the Middle East conflict and increased sanctions on Russia, on oil and gas prices. The conversation also covers President Trump's energy policies, the implications of tariffs on Canada and Mexico, and the challenges facing the European natural gas market. Tune in for expert insights into the factors driving energy prices and what to expect in the coming months as we move into the Year of the Snake. You can follow our panellists on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT For EU Investors Only: Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

In this episode of The Commodity Exchange, Nitesh and Mobeen discuss the current state and future outlook of platinum with Edward Sterck from the World Platinum Investment Council. They explore the fascinating dynamics of platinum as a commodity, including supply constraints, demand from the automotive sector, the role of hydrogen, and the impact of geopolitical factors such as the Russia-Ukraine war. The conversation also delves into jewellery demand, the relationship between platinum and gold, and the influence of palladium on platinum pricing.

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Judith Henke, Editor, Investment and Markets team, Handelsblatt. Together they discuss the outcome of the US elections and the effect President Trump's victory has had across commodity markets.

You can follow our panellists on Twitter at:

Nitesh: https://twitter.com/NiteshShahWT

Mobeen: https://twitter.com/MobeenTahirWT

For EU Investors Only:

Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

In this episode of The Commodity Exchange, join Nitesh and Mobeen as they delve into the latest trends and insights in the commodity markets. In this episode, they explore the surge in precious metals, driven by geopolitical tensions, central bank policies, and investor sentiment. Discover why gold and silver are shining bright and what the future holds for these valuable assets. The discussion also covers the impact of China's stimulus on industrial metals, the dynamics of the energy market amidst Middle Eastern conflicts, and the tactical opportunities in agricultural commodities influenced by weather patterns.

For EU investors:

For more valuable insights and to stay ahead in the ever-evolving world of commodities, visit wisdomtree.eu/outlook