EPISODE · Dec 3, 2025 · 9 MIN
A New Balance: How OPEC+, Cobalt Markets, and Global Grain Flows Are Reshaping Commodity Dynamics
from The Commodities Institute Podcast · host The Commodities Institute
Today’s episode dives into OPEC+’s sweeping overhaul of its capacity system, Exxon’s bold move in Iraq, the shifting landscape of cobalt and battery metals, and major developments across agriculture, power, and freight. A full-market tour with deep context and clear takeaways.
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A New Balance: How OPEC+, Cobalt Markets, and Global Grain Flows Are Reshaping Commodity Dynamics
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