The Commodities Trade 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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How many episodes does The Commodities Trade Institute Podcast have?

The podcast currently has 202 episodes available.

The Commodities Trade Institute Podcast episodes:

August 05, 2026 Codelco Pauses Copper Mine; BP Profit Hits $5.7B; BDI Jumps 3.3% to 2,936
Codelco halts expansion at the El Teniente copper mine and clean copper treatment charges drop to minus $170 per metric ton, while BP reports Q2 profits of $5.73 billion driven by Middle East volatility and Russian refined fuel exports slump 33%. Meanwhile, Britain targets its worst cereal harvest in forty years, Argentina slashes port pilot fees by 20% to clear river grain bottlenecks, and the Baltic Dry Index surges 3.3% to 2,936 points.

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8min
August 04, 2026 Zinc Hits $3,700, US Crude Drops to 3.7M bpd, China Buys 1M Tons Soy.
London Metal Exchange zinc spiked to near four-year highs of $3,703.50 per ton as visible inventories fell to two days of global demand amid concentrated holding positions by Trafigura, while Rio Tinto let its standstill with Glencore expire to focus on asset sales. In energy, United States crude oil exports fell to an eight-month low of 3.66 million barrels per day and LNG shipments stalled at 10.48 million metric tons, drawing presidential scrutiny over $4.10 retail gasoline prices while Shell divested onshore European renewables to TotalEnergies. Agricultural markets saw Chinese state traders secure 1 million tons of United States soybeans ahead of diplomatic talks despite Midwest drought pulling corn condition ratings down to 61%, while Indonesian aluminium exports surged 127% year-over-year to 105,619 metric tons.

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Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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6min
August 03, 2026 War Spikes Oil Margins, China Buys U.S Soy, Indonesia Frees Metals
Global energy markets grapple with war-induced refining bottlenecks pushing plant utilization past ninety-seven percent alongside an OPEC+ output bump of one hundred eighty-eight thousand barrels per day and escalating shipping hazards near the Strait of Hormuz. In agricultural trade, Chinese state buyers secured eight hundred forty thousand metric tons of American soybeans as drone strikes in the Black Sea threaten to remove thirty-five million tons of wheat from global supply. Meanwhile, Indonesia unblocked over one hundred stranded mineral vessels containing rare earth byproducts, and Southeast Asian freight volumes reflected a twenty-one percent surge in Vietnamese coffee shipments.

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Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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7min
July 31, 2026 Cocoa Falls 16%, Suez Oil Risks 5M bpd, Metals Scrap Banned & Rice Hits Highs
West African cocoa supplies face a severe 16% contraction while global energy routes brace for disruption following drone strikes near the Suez Canal that threaten 5 million barrels per day of rerouted crude. Simultaneously, Washington moves to halt 33,000 monthly metric tons of critical mineral e-waste exports to fortify domestic supply chains, while Indian rice export prices reach 10-month highs amid regional crop damage and shifting bulk freight dynamics.

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Listen to the Podcast:

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Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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6min
July 30, 2026 US Oil Draws 7M Barrels, CME Copper Hits 58%, Cocoa Drops & Grain Tenders Rise
U.S. commercial crude stocks fell by 7.2 million barrels to their lowest level since 2018 amid Middle East conflict escalation, while CME warehouses now hold 58% of global visible copper stocks due to persistent U.S. tariff threats. Mining majors Rio Tinto and BHP saw copper earnings outpace iron ore for the first time, while global cocoa surplus projections shrank to 25,000 metric tons due to El Niño impacts in West Africa. Meanwhile, Tunisia and South Korea issued major grain freight tenders, and QatarEnergy purchased 33 U.S. LNG cargoes to route around Strait of Hormuz disruptions.

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Listen to the Podcast:

Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ

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Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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7min
July 29, 2026 6.8 GW Grid Deficit, US Rare Earth Action, 5% Rice Gain & 1.7M Sugar Deficit
OPEC+ prepares to pause production hikes leaving two million barrels per day offline, while PJM Interconnection confronts a six point eight gigawatt grid deficit driven by soaring data center demand. Simultaneously, Washington is deploying capital to secure a hundred and fifty million dollar rare earth project in Madagascar, counterbalancing China's metal dominance where first-half copper imports dropped thirteen percent. In agricultural and freight channels, global sugar deficits are expanding to one point seven million metric tons, Russian grain terminals are capping truck access amid Black Sea strikes, and Brazil projects a record hundred and fifteen point four million metric tons of soybean exports.

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Listen to the Podcast:

Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ

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Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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7min
July 28, 2026 US Crops Fall to 63%, Freight Hikes, Oil Fees & LME Zinc Surges
Record heatwaves strain global crop yields as USDA drops corn and soybean ratings to 63% and EU wheat forecasts fall 7%. Freight costs spike across the Black Sea, freezing Russian wheat exports while regulatory bottlenecks halt Indonesian mineral shipments. Energy markets face deep structural shifts as Aramco levies $5 per barrel surcharges on diverted Asian crude, Asian thermal coal imports top 73 million tons amid Middle East gas disruptions, and Australia explores its first oil refinery in 60 years. Meanwhile, physical scarcity drives LME zinc backwardation to $74 per ton while US defense supply chains face severe domestic rare earth shortfalls ahead of 2027 mandates.

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Listen to the Podcast:

Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ

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Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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7min
July 27, 2026 Aluminium Output Down as Grain Exports Double & Oil Risks Grow
Russian seaborne grain exports doubled to nearly three million metric tons in June, capping a bumper shipping season even as Red Sea transit dropped to eleven vessels following attacks on Saudi energy facilities. Physical Middle East oil flows remain constrained by up to ten million barrels per day, forcing emergency power deployments in the United States and driving Suez Canal reroutings. In metals, two million metric tons of Gulf aluminium capacity remains offline, masked in futures markets by surging Chinese and Indonesian exports despite physical premiums spiking up to sixty-five percent in Europe. Meanwhile, Canadian crops reach ten-year condition highs while European Union sugar production is forecasted to fall fifteen percent under extreme drought.

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Listen to the Podcast:

Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ

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Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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6min
July 24, 2026 LNG Outages, US Wheat, 1.3Bt Iron Ore Demand, & PJM Grid Stress
Shipowners have halted port calls in Ukraine following missile strikes on Odesa, while Rhine River water levels have dropped to shallow extremes, forcing European cargo barges to run partially loaded. In energy markets, QatarEnergy extended LNG force majeure notices through mid-October due to the Strait of Hormuz closure, even as OPEC+ considers raising September crude targets. Meanwhile, North Dakota spring wheat yields fell to 48.0 bushels per acre amid summer heat, and China’s iron ore imports are set to reach a record 1.3 billion metric tons. Concurrently, U.S. power grid regulators face mounting blackout risks across PJM Interconnection as data center power demand accelerates.

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Listen to the Podcast:

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7min
July 23, 2026 Record Coffee, Novorossiysk Night Ban, Oil Shortage & Rare Earths
A night-time vessel ban at Russia’s Novorossiysk port drove Euronext wheat futures up 4.5%, while escalating Middle East conflict expanded 2026 global oil deficit forecasts to 1.5 million barrels per day with Brent crude reaching $94.07 per barrel. Panama is considering a state-owned partnership to restart the shuttered Cobre Panama copper mine, India is pursuing rare earth mining ties in Myanmar to reduce Chinese reliance, and global coffee production is projected to reach a record 189.7 million bags amid tight inventories and weather risks in Brazil.

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Listen to the Podcast:

Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ

Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341

Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
...more
6min

FAQs about The Commodities Trade Institute Podcast:

How many episodes does The Commodities Trade Institute Podcast have?

The podcast currently has 202 episodes available.