Discounted Oil, Weak Steel, and Strong Renewables: China’s Impact on Global Markets

from The Commodities Institute Podcast · host The Commodities Institute

From record-breaking refinery throughput and discounted Russian crude to falling steel output and a historic dip in coal-fired power, today’s episode explores how China’s shifting demand is reshaping global oil, metals, agriculture, and energy markets — and why these changes matter far beyond Asia.

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This episode is 9 minutes long.

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This episode was published on January 19, 2026.

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