From Russian Crude to AI Metals: How Power, Food, and Trade Are Repricing Risk

from The Commodities Institute Podcast · host The Commodities Institute

Today’s episode unpacks a pivotal shift in global commodities, from copper overtaking iron ore in mining earnings to dramatic changes in oil flows between Russia, China, and Europe. We also explore how weather, geopolitics, and infrastructure are reshaping agriculture, power markets, and critical minerals supply chains.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

Episode metadata supplied by the publisher feed · Published Feb 17, 2026

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From Russian Crude to AI Metals: How Power, Food, and Trade Are Repricing Risk

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