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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.

What this episode covers

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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Frequently Asked Questions

How long is this episode of The Commodities Institute Podcast?

This episode is 7 minutes long.

When was this The Commodities Institute Podcast episode published?

This episode was published on November 20, 2025.

What is this episode about?

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,...

Can I download this The Commodities Institute Podcast episode?

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