EPISODE · Feb 10, 2026 · 6 MIN
The Million Barrel Milestone and the Global Mineral Hunt
from The Commodities Institute Podcast · host The Commodities Institute
In this episode, we analyze Venezuela’s return to a million barrels of oil per day, India’s strategic push for lithium and rare earth minerals across three continents, and the shifting dynamics in agricultural markets as West African cocoa begins to recover. We also dive into the surprising drop in Australian power prices and the long-term challenges facing oil majors like Shell.
What this episode covers
In this episode, we analyze Venezuela’s return to a million barrels of oil per day, India’s strategic push for lithium and rare earth minerals across three continents, and the shifting dynamics in agricultural markets as West African cocoa begins to recover. We also dive into the surprising drop in Australian power prices and the long-term challenges facing oil majors like Shell.
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The Million Barrel Milestone and the Global Mineral Hunt
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