Shockwaves in Energy and Opportunity in Metals: A Global Commodities Rebalancing

from The Commodities Institute Podcast · host The Commodities Institute

On this October 22nd edition of The Commodities Institute Podcast, Emily Costa unpacks a volatile week across oil, agriculture, metals, carbon, and freight. From Ukrainian drone strikes disrupting Central Asian energy flows to Rio Tinto’s strategic maneuvering with China’s Chinalco and Bolivia’s cautious reawakening of its lithium ambitions—this episode dives deep into the shifting tectonics of global commodities and the forces shaping tomorrow’s markets.

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This episode is 11 minutes long.

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This episode was published on October 22, 2025.

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