China’s Stealth Crude, Surging Diesel Margins, and a Global Grains Surprise

from The Commodities Institute Podcast · host The Commodities Institute

Today’s episode unpacks surprising shifts in China’s crude sourcing, why diesel markets are sending a very different signal than crude, and how agricultural and metals markets are responding to political deals, regulatory hurdles, and tightening supplies. A wide-ranging look across the global commodities grid.

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This episode is 8 minutes long.

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This episode was published on November 24, 2025.

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