Energy Shocks, Trade Shifts, and Global Commodities at a Crossroads

from The Commodities Institute Podcast · host The Commodities Institute

Today’s episode unpacks major disruptions in oil flows to Central Europe, Indonesia’s bold refining plans, and sweeping changes in agriculture and metals markets. From Brazil’s soy moratorium suspension to India’s fight over steel tariffs, we explore how shifting energy and commodity policies are reshaping trade, industry, and geopolitics.

Episode metadata supplied by the publisher feed · Published Aug 19, 2025

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Energy Shocks, Trade Shifts, and Global Commodities at a Crossroads

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