EPISODE · Oct 30, 2025 · 10 MIN
Oil Discounts, Gold Demand, and Shifting Trade Winds
from The Commodities Institute Podcast · host The Commodities Institute
In today’s episode, we dive deep into the global commodities landscape — from Iran’s oil discounts to China, to America’s surprising crude drawdowns, Argentina’s looming strike, and a golden quarter for investors. Emily unpacks the numbers, the narratives, and the geopolitical currents shaping markets as October 2025 draws to a close.
What this episode covers
In today’s episode, we dive deep into the global commodities landscape — from Iran’s oil discounts to China, to America’s surprising crude drawdowns, Argentina’s looming strike, and a golden quarter for investors. Emily unpacks the numbers, the narratives, and the geopolitical currents shaping markets as October 2025 draws to a close.
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Oil Discounts, Gold Demand, and Shifting Trade Winds
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