EPISODE · Feb 3, 2026 · 7 MIN
Shale Giants, Tariff Deals & Cocoa Stress
from The Commodities Institute Podcast · host The Commodities Institute
Today’s episode unpacks a major shift in global oil trade tied to new U.S.–India negotiations, a blockbuster shale merger reshaping the American energy landscape, dramatic volatility in precious metals, and rising tensions in agricultural and energy supply chains. From cocoa markets in West Africa to liquefied natural gas demand driven by artificial intelligence, the commodities world is moving fast — and the ripple effects could be felt for years.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstitute#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade
What this episode covers
Today’s episode unpacks a major shift in global oil trade tied to new U.S.–India negotiations, a blockbuster shale merger reshaping the American energy landscape, dramatic volatility in precious metals, and rising tensions in agricultural and energy supply chains. From cocoa markets in West Africa to liquefied natural gas demand driven by artificial intelligence, the commodities world is moving fast — and the ripple effects could be felt for years.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstitute#Commodities #GlobalMarkets #MacroEconomics #MarketInsights #Geopolitics #Trade
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Shale Giants, Tariff Deals & Cocoa Stress
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