Record Imports, Rising Risks, and Strategic Stockpiles: Commodities at a Crossroads

from The Commodities Institute Podcast · host The Commodities Institute

In today’s episode, we explore how record-breaking energy and agricultural imports are colliding with geopolitical risk and shifting trade strategies. From China’s historic crude oil and soybean buying spree to drone attacks disrupting Black Sea energy flows, this episode connects the dots across oil, metals, agriculture, power markets, and dry freight—revealing how security, pricing, and policy are reshaping global commodity flows.

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This episode is 8 minutes long.

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This episode was published on January 14, 2026.

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