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Oil Shock, Yttrium Squeeze, and a Trade U-Turn — What Commodities Traders Need to Know episode artwork

EPISODE · Nov 17, 2025 · 7 MIN

Oil Shock, Yttrium Squeeze, and a Trade U-Turn — What Commodities Traders Need to Know

from The Commodities Institute Podcast · host The Commodities Institute

In today’s episode Emily Costa breaks down a volatile week in commodities: Russia’s Black Sea export hub reopens after an attack, U.S. licensing opens the door to sales of Lukoil’s foreign assets, a surprising tariff rollback on food, a brewing yttrium shortage that could choke aerospace and semiconductors, and Saudi Aramco’s leap into U.S. LNG. Clear, actionable analysis for traders, producers, and curious listeners.

What this episode covers

In today’s episode Emily Costa breaks down a volatile week in commodities: Russia’s Black Sea export hub reopens after an attack, U.S. licensing opens the door to sales of Lukoil’s foreign assets, a surprising tariff rollback on food, a brewing yttrium shortage that could choke aerospace and semiconductors, and Saudi Aramco’s leap into U.S. LNG. Clear, actionable analysis for traders, producers, and curious listeners.

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Oil Shock, Yttrium Squeeze, and a Trade U-Turn — What Commodities Traders Need to Know

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Frequently Asked Questions

How long is this episode of The Commodities Institute Podcast?

This episode is 7 minutes long.

When was this The Commodities Institute Podcast episode published?

This episode was published on November 17, 2025.

What is this episode about?

In today’s episode Emily Costa breaks down a volatile week in commodities: Russia’s Black Sea export hub reopens after an attack, U.S. licensing opens the door to sales of Lukoil’s foreign assets, a surprising tariff rollback on food, a brewing...

Can I download this The Commodities Institute Podcast episode?

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