Nickel, LNG margins, and a glut across markets

from The Commodities Institute Podcast · host The Commodities Institute

We break down a market shuffle: a five-year low Saudi OSP, nickel and rare earths tensions, U.S. LNG margin pressure, record Brazilian soybean flows, and surprise Canadian grain surpluses. Clear, conversational analysis of what those moves mean for traders, producers and consumers.

Episode metadata supplied by the publisher feed · Published Dec 5, 2025

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Nickel, LNG margins, and a glut across markets

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