EPISODE · Feb 6, 2026 · 7 MIN
Copper Gluts, Russian Crude Cuts, and Soybean Demand
from The Commodities Institute Podcast · host The Commodities Institute
Global commodity markets are being reshaped by deepening discounts, shifting trade routes, and political pressure. This episode explores why Russian crude is flooding China at record markdowns, how copper is piling up in U.S. and Asian warehouses, and what costly soybean diplomacy and shrinking European sugar output reveal about demand in twenty twenty six.
What this episode covers
Global commodity markets are being reshaped by deepening discounts, shifting trade routes, and political pressure. This episode explores why Russian crude is flooding China at record markdowns, how copper is piling up in U.S. and Asian warehouses, and what costly soybean diplomacy and shrinking European sugar output reveal about demand in twenty twenty six.
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Copper Gluts, Russian Crude Cuts, and Soybean Demand
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