EPISODE · Dec 2, 2025 · 8 MIN
Black Sea Disruption, LNG Records and Shifting Supply Chains — December Commodity Pulse
from The Commodities Institute Podcast · host The Commodities Institute
Today we untangle how a targeted attack on a Black Sea oil terminal, record U.S. LNG shipments, shifting rare earth policy, and crop and livestock disruptions in Europe are combining to reshape energy, metals and food markets. Clear, sharp and conversational — the episode you need to understand what comes next.
What this episode covers
Today we untangle how a targeted attack on a Black Sea oil terminal, record U.S. LNG shipments, shifting rare earth policy, and crop and livestock disruptions in Europe are combining to reshape energy, metals and food markets. Clear, sharp and conversational — the episode you need to understand what comes next.
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Black Sea Disruption, LNG Records and Shifting Supply Chains — December Commodity Pulse
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