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.

Episode metadata supplied by the publisher feed · Published Dec 2, 2025

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Black Sea Disruption, LNG Records and Shifting Supply Chains — December Commodity Pulse

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