Oil Glut Fears, Shadow Markets, and the New Energy Realignment

from The Commodities Institute Podcast · host The Commodities Institute

In today’s episode, we explore the mounting fears of a global oil supply glut, Donald Trump’s renewed pressure on India over Russian crude, the shifting alliances shaping the energy world, and what all this means for commodities from crude to critical minerals. From contango to critical minerals diplomacy, this is a sweeping look at how geopolitics and supply dynamics are redrawing the map of global trade.

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This episode is 10 minutes long.

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This episode was published on October 21, 2025.

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