Emily Costa unpacks the shifting dynamics across metals, carbon and power, agriculture, oil, and dry freight — from China’s copper capacity halt and Europe’s new LNG comfort zone to India’s rush for Russian crude and Ukraine’s grain bottlenecks. A clear, engaging look at the forces steering today’s markets.

In today’s episode, we explore how Russia is working to expand oil flows to China, why Nigeria’s Dangote refinery is taking bold steps to double capacity, and how a breakthrough in Mali could reshape the global gold landscape. We also look at renewed Chinese buying in U.S. agriculture and disruptions in rare earths production.

Today’s episode unpacks surprising shifts in China’s crude sourcing, why diesel markets are sending a very different signal than crude, and how agricultural and metals markets are responding to political deals, regulatory hurdles, and tightening supplies. A wide-ranging look across the global commodities grid.

A deep dive into the latest cross-sector moves reshaping global commodities, from China’s metals maneuvering and Bosnia’s bid for energy independence to evolving grain balances, offshore drilling battles in the United States, and Asia’s accelerating demand for feed grains.

Today we unpack a wave of market-moving moves — from Aramco’s multi-billion dollar U.S. memoranda and a scramble for heavy rare earths to shifts in U.S. crop plantings and China’s soybean sourcing — and explains what they mean for traders, producers, and long-term commodity security.

A clear, listener-first breakdown of how recent disruptions — from an attack on Russia’s Novorossiysk terminal to surging refining margins and shifting soy and wheat flows — are reshaping oil, agricultural, and metals markets. Practical implications for traders, processors, and policy watchers, delivered in plain language.

A close look at this week’s seismic moves across oil, agriculture, metals and power — from Chevron’s interest in Lukoil assets and China’s crude stock-building to coffee tariffs and coal phase-outs — and what they mean for markets and supply chains.

In today’s episode Emily Costa breaks down a volatile week in commodities: Russia’s Black Sea export hub reopens after an attack, U.S. licensing opens the door to sales of Lukoil’s foreign assets, a surprising tariff rollback on food, a brewing yttrium shortage that could choke aerospace and semiconductors, and Saudi Aramco’s leap into U.S. LNG. Clear, actionable analysis for traders, producers, and curious listeners.

In today’s episode, Emily Costa unpacks the week’s most consequential moves in oil, metals, agriculture, and power—from the collapse of Lukoil’s global operations under new U.S. sanctions to India’s shifting energy priorities and China’s recalibrated export controls. It’s a global balancing act where geopolitics, energy security, and trade strategy collide.

In today’s episode of The Commodities Institute Podcast, Emily Costa delves into the changing landscape of global commodities — from China’s surging oil and soybean imports to the U.S. push for critical minerals and record LNG deals. We unpack how sanctions, shifting alliances, and infrastructure bottlenecks are redefining global trade dynamics and what it all means for the months ahead.