EPISODE · Jan 7, 2026 · 8 MIN
How Oil Deals, Soybean Flows, and Steel Battles Are Reshaping Markets
from The Commodities Institute Podcast · host The Commodities Institute
Today’s episode explores a rare moment where geopolitics, trade policy, and commodity markets collide. From a landmark oil deal between Washington and Caracas, to shifting agricultural trade flows with China, to turbulence in global steel and energy markets, we unpack what these developments mean for prices, producers, and the balance of power across commodities.
What this episode covers
Today’s episode explores a rare moment where geopolitics, trade policy, and commodity markets collide. From a landmark oil deal between Washington and Caracas, to shifting agricultural trade flows with China, to turbulence in global steel and energy markets, we unpack what these developments mean for prices, producers, and the balance of power across commodities.
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How Oil Deals, Soybean Flows, and Steel Battles Are Reshaping Markets
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