Oil Glut Looms, Crops Shift, and Metals Defy Signals

from The Commodities Institute Podcast · host The Commodities Institute

On today’s episode of The Commodities Institute Podcast, We unpacks the IEA’s warning of an oil market oversupply, shifting crop patterns in Argentina, cocoa setbacks in West Africa, a sharp copper forecast cut from Chile, and why the zinc market isn’t buying into low inventory panic. We’ll also touch on LNG arbitration victories, China’s solar slowdown, and how Brazil is edging out U.S. soybeans in key sales to China.

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This episode is 7 minutes long.

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This episode was published on August 14, 2025.

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