Sanctions, Storms, and Supply Chains: A Global Commodities Reality Check

In today’s episode, we unpack a sweeping European push to choke off Russian crude exports, explore how extreme weather is reshaping agricultural outlooks from Iberia to Argentina, and dig into the intensifying geopolitical race for critical minerals. From oil and gas to metals, grains, and freight flows, this episode connects the dots between policy, climate, and markets to explain what really matters right now in global commodities.