Codelco’s premium shock, policy friction in power, and the ripple effects of sanctions.

from The Commodities Institute Podcast · host The Commodities Institute

Emily Costa breaks down the week’s biggest moves across metals, power, agriculture, oil and dry freight — from Codelco’s record copper premium to UK oil licensing shifts, and why sanctions and policy are reshaping supply chains and investment decisions.

Episode metadata supplied by the publisher feed · Published Nov 27, 2025

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Codelco’s premium shock, policy friction in power, and the ripple effects of sanctions.

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