From Oilfields to Power Grids: The New Supply Squeeze episode artwork

EPISODE · Jan 28, 2026 · 8 MIN

From Oilfields to Power Grids: The New Supply Squeeze

from The Commodities Institute Podcast · host The Commodities Institute

Oil markets are bracing for a potential return of Venezuelan barrels as Washington considers easing energy sanctions, while Iraq renegotiates major field terms with global producers. Metals see a production milestone from Brazil and rising aluminum price expectations, even as power shortages ripple through U.S. grids. Meanwhile, agricultural trade flows are reshaping, with China turning back to Canadian canola and Russia expanding its global seed strategy. It’s a week of policy shifts and supply pivots with real implications for prices worldwide.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstitute#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade

Oil markets are bracing for a potential return of Venezuelan barrels as Washington considers easing energy sanctions, while Iraq renegotiates major field terms with global producers. Metals see a production milestone from Brazil and rising aluminum price expectations, even as power shortages ripple through U.S. grids. Meanwhile, agricultural trade flows are reshaping, with China turning back to Canadian canola and Russia expanding its global seed strategy. It’s a week of policy shifts and supply pivots with real implications for prices worldwide.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstitute#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade

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From Oilfields to Power Grids: The New Supply Squeeze

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This episode was published on January 28, 2026.

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Oil markets are bracing for a potential return of Venezuelan barrels as Washington considers easing energy sanctions, while Iraq renegotiates major field terms with global producers. Metals see a production milestone from Brazil and rising aluminum...

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