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

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.

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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This episode was published on November 27, 2025.

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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...

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