EPISODE · Nov 20, 2025 · 7 MIN
Aramco’s US Push, the Heavy Rare Earths Squeeze, and a Shifting Farm Map
from The Commodities Institute Podcast · host The Commodities Institute
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.
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Aramco’s US Push, the Heavy Rare Earths Squeeze, and a Shifting Farm Map
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