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

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Commodities Trade Institute Podcast:

How many episodes does The Commodities Trade Institute Podcast have?

The podcast currently has 204 episodes available.

The Commodities Trade Institute Podcast episodes:

May 11, 2026 China Soybeans, Hormuz Tankers, Copper Gains, and Solar Policy Shock
China’s commodity flows are shifting on multiple fronts at once. April soybean imports jumped sharply, crude flows through the Strait of Hormuz are being rerouted under conflict risk, refined copper imports are rising on grid and EV demand, and U.S. solar projects tied to Chinese firms are facing fresh policy uncertainty. At the same time, beef trade, steel exports, and freight demand are all being reshaped by quotas, tariffs, and supply-chain scrutiny.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
10min
May 08, 2026 $7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock
Today, we investigate the staggering $7 billion in short positions placed moments before Iran war ceasefires and the UAE’s risky "dark tanker" maneuvers in the Strait of Hormuz. We also analyze the CME’s pivot to physical uranium futures, Australia’s historic domestic gas reservation policy, and the hurdles facing U.S. beef exports ahead of the Trump-Xi summit.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
9min
May 07, 2026 US-Iran Peace Talks, Europe’s Solar Glut and Argentina’s Lithium Surge.
We explore the widening gap between falling oil futures and a physical supply shock that has drained 500 million barrels from global reserves. This episode also analyzes the G7’s strategic pivot toward critical minerals, Argentina’s massive $32.7 billion export projections for copper and lithium, and the growing pains of Europe’s solar energy transition.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
8min
May 06, 2026 Nickel Rivalry: ShFE Overtakes LME & Iran War Triggers 17% Qatar LNG Export Drop
We analyzes a transformative week in commodities, where the Iran war has forced a 17% cut in Qatari LNG capacity and a radical EU pivot toward domestic drilling. We explore the shifting power dynamics in metals as Shanghai nickel volumes overtake the LME, and examine the "acid buffer" keeping copper smelters afloat despite negative fees. Plus, a deep dive into the $126 oil rally driving palm oil to new heights and the devastating drought cutting Oklahoma's wheat harvest in half.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
8min
May 05, 2026 UAE Exits OPEC, 31% Wheat Ratings, and the $10.7B Gold Merger Reshaping Markets
We analyze a historic week in commodities as the UAE exits OPEC, reducing the cartel’s market share to 26%. We dive into the $10.7 billion Regis-Vault gold merger, Argentina’s 49% projected jump in mining exports, and the $100 billion struggle to repair Venezuela’s failing power grid. Plus, a look at why U.S. winter wheat ratings have hit a multi-year low while Brazil prepares for a record-breaking 181.6 million ton soybean harvest.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
10min
May 04, 2026 The Permian Price Crash vs. Global Spikes: US Gas Glut Meets a 108% Asian LNG Surge
As the Strait of Hormuz blockade chokes 20% of global energy flows, a stark bifurcation has emerged in the markets. While Asian oil imports hit 10-year lows and regional natural gas prices surge over 100%, US domestic gas producers face negative pricing due to infrastructure bottlenecks. This episode analyzes Trump’s new naval escort mission, the collapse of the Thyssenkrupp-Jindal steel merger, and India’s surprise return to the global wheat market following a record harvest.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
7min
May 01, 2026 UAE Exits OPEC Amid Oil War: India’s Gold Imports Hit 30-Year Low
This episode covers the U.S. naval blockade stranding 69 million barrels of Iranian crude, the UAE's shock departure from OPEC, and a tax dispute that has sent Indian gold imports to a 30-year low. We also dive into the looming rice shortage in Asia fueled by the Iran war and El Niño, and why U.S. biofuel targets are testing the limits of domestic industry.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
8min
April 30, 2026 Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee
We explore a massive rotation in global markets as mining ETFs double to $87.4 billion and Brent crude climbs past $115. From Bunge’s surging profit forecasts and Brazil’s record 71.4 million-bag coffee crop to the geopolitical scramble for tungsten and Shell’s $15 billion LNG Canada stake sale, we analyze how the Iran war is reshaping trade flows and investor sentiment.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
9min
April 29, 2026 The UAE Quits OPEC, Gold Hits $5,595, and the $1,100 Aluminum Squeeze
Emily Costa breaks down a tectonic shift in energy markets as the UAE exits OPEC, signaling a deep rift in Gulf leadership. We also analyze the record-shattering $5,595 gold peak, the doubling of European aluminum premiums, and the brewing GMO trade dispute between South America and the EU. Plus, a look at why the Ivory Coast cocoa harvest faces a "significant supply story" due to a regional fertilizer crisis.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
8min
April 28, 2026 Gold Eyes $4,916, Shell’s $16.4B Canada Deal, and the Global Fertilizer Crisis
Join Emily Costa as she breaks down Shell’s massive ARC Resources acquisition, the record-breaking price forecasts for gold, and the escalating fertilizer shortage threatening global food security. We also examine the first LNG tanker crossing of the Strait of Hormuz since the Iran war began and the slow reactivation of the Venezuelan oil sector.

https://www.commoditiesinstitute.com

FOLLOW US @commoditiesinstitute

Instagram - https://www.instagram.com/commoditiesinstitute

Facebook - https://www.facebook.com/61584221970761

TikTok - https://www.tiktok.com/@commoditiesinstitute

YouTube - https://www.youtube.com/@commoditiesinstitute

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
7min

FAQs about The Commodities Trade Institute Podcast:

How many episodes does The Commodities Trade Institute Podcast have?

The podcast currently has 204 episodes available.