The Commodities Institute Podcast

By The Commodities Institute

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.... more

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FAQs about The Commodities Institute Podcast:

How many episodes does The Commodities Institute Podcast have?

The podcast currently has 151 episodes available.

The Commodities Institute Podcast episodes:

February 06, 2026 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.
...more
8min
February 05, 2026 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.

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#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade
...more
9min
February 04, 2026 From Gold Tokens to Global Trade: A New Era for Commodities
In this episode, we analyze the surge in tokenized gold and the subsequent regulatory crackdown in China, the shifting landscape of Indonesian coal and liquefied natural gas markets, and the historic trade developments between the United States, India, and Venezuela that are reshaping global energy flows.
...more
8min
February 03, 2026 Shale Giants, Tariff Deals & Cocoa Stress
Today’s episode unpacks a major shift in global oil trade tied to new U.S.–India negotiations, a blockbuster shale merger reshaping the American energy landscape, dramatic volatility in precious metals, and rising tensions in agricultural and energy supply chains. From cocoa markets in West Africa to liquefied natural gas demand driven by artificial intelligence, the commodities world is moving fast — and the ripple effects could be felt for years.

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#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade
...more
8min
February 02, 2026 Precious Metals’ Volatile Correction and the Rise of the Black Pig
In today’s episode, Emily Costa explores a day of historic swings in the global markets. We analyze the dramatic cooling of the precious metals rally, the strategic standstill of OPEC+ amidst rising geopolitical tensions, and a fascinating agricultural shift in China that is redefining the pork industry. From the parched wheat fields of India to the high-stakes world of international energy trade, we break down the data and the stories driving the world’s most essential markets.
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9min
January 30, 2026 Sanctions Ease, Copper Soars, and Grids Feel the Strain
Venezuela oil policy takes a sharp turn, copper rockets to record highs, cocoa and canola markets rebalance, and North America’s power grid faces a winter reality check. A fast-moving week across energy, metals, and agriculture with major implications for prices and trade flows.

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#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade
...more
8min
January 29, 2026 Record metals, Rising oil, and the Seven Dollar Gas Spike
This episode analyzes the explosive rally in precious metals as gold crosses five thousand two hundred dollars, the geopolitical risk premium elevating crude oil amid United States and Iran tensions, and the dramatic surge in natural gas prices following extreme winter weather. We also examine the shifting landscape of energy assets with the Lukoil-Carlyle deal and the logistics-driven volatility in global grain markets.
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8min
January 28, 2026 From Oilfields to Power Grids: The New Supply Squeeze
Oil markets are bracing for a potential return of Venezuelan barrels as Washington considers easing energy sanctions, while Iraq renegotiates major field terms with global producers. Metals see a production milestone from Brazil and rising aluminum price expectations, even as power shortages ripple through U.S. grids. Meanwhile, agricultural trade flows are reshaping, with China turning back to Canadian canola and Russia expanding its global seed strategy. It’s a week of policy shifts and supply pivots with real implications for prices worldwide.

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Facebook - www.facebook.com/61584221970761

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#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade
...more
9min
January 27, 2026 Frozen Fields, Tight Barrels, and a Bauxite Boom
Energy markets are juggling weather-driven supply shocks, OPEC+ restraint, and surging power prices, while China’s buying reshapes agriculture and metals trade flows. From U.S. oil outages and European gas policy to record South American soy and Guinea’s bauxite surge, this episode connects the dots across the global commodities landscape.

www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - www.instagram.com/commoditiesinstitute

Facebook - www.facebook.com/61584221970761

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#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade
...more
8min
January 26, 2026 Gold at $5,000, Grids Under Strain, and Sanctions Reshape Fuel Flows
Gold smashes record highs as central banks keep buying, winter storms squeeze U.S. power grids, Russian fuel oil flows slow into Asia, and global grain and coffee markets wrestle with shifting trade patterns. A fast-moving tour through the forces redefining commodities right now.

www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - www.instagram.com/commoditiesinstitute

Facebook - www.facebook.com/61584221970761

TikTok - www.tiktok.com/@commoditiesinstitute

#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade
...more
8min

FAQs about The Commodities Institute Podcast:

How many episodes does The Commodities Institute Podcast have?

The podcast currently has 151 episodes available.