EPISODE · Nov 27, 2025 · 8 MIN
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.
What this episode covers
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.
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Codelco’s premium shock, policy friction in power, and the ripple effects of sanctions.
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