All Episodes
The Commodities Trade Institute Podcast — 242 episodes · page 1 of 3
7 Ships Hit in Black Sea, US Copper Surge, DPA Fuel Push, Nickel Squeeze
Brazil Corn Replaces Ukraine, Nickel Imports Spike, Diesel Defies Deals
Sugar Deficit at 6.3M Tons, EU Gas Breaks €90, Codelco Copper at $350
EU Gas Hits €90, U.S Farm Aid, Copper AI Boom, and Arctic Oil
Food Index Hits 136, Copper Waste Bet, 105M-Ton Grain Rush & Bunker Spikes
Diesel Jumps on Refinery Hits, World Bank Backs $19B Minerals & Canada Wheat Wilts
US Copper Tops 1.6M Tons, $86 Diesel Squeeze, and Food Risks
France Maize at 7.3Mt, OPEC Adds 900k bpd, Aluminium Levels, & Rio Tinto $5B
EU Gas Jumps 150%, Steel Demand Shrinks 0.1%, and China Buys LME Storage
US Copper Swells, Diesel Drops 5%, Record Palm Oil & Hurricane Isaias
Supercharged Tanker Rates, $605B Farm Debt, Nickel Clashes & Coal Revival
Shell Eyes $42 Refining Margin, Tin Above $50K, Hormuz Shipping at 2-Month Low
Oil Buffers Strain, Gold Targets $5,014, Black Sea Freight & El Niño
6M Barrel Oil Gap, EU Grain Rates, $5,330 Gold, & US Harvest Lags
Food Near 4-Yr High, G7 100M Bbl Oil Plan, $54B Copper & Ukraine Sowing
US Diesel Threat, Record $51 Crack, $4.2K Gold Resilience & Red Sea Tenders
Post-$5K Gold Environment, $90 Oil, 1.5M-Ton Sugar Flow & Black Sea Grain Squeezes
$21B Energy Influx, 600M Steel Target, Record EU Maize Drop & Soy Halts
$15B US Steel Mill, $6 Diesel Relief, China's Record Metals, and Dry Cocoa
China Cuts Ag Tariffs, Black Sea Freight Snarls, 13M bpd Oil & African Metals
Rare Earth Gaps, Soy Premiums, and Tankers Hit $1.3M
$1B Mineral Vaults, Diesel Export Ban Clash & Black Sea Grain Shift to Baltics
Wheat Costs Surge 40%, Oil at $97, DRC Mining Pact & Biofuel Rush
War Drains Diesel, Arctic Grain Reroutes, EV Metals & 5.7M T Soyoil
$500M Metal Fraud, EU Gas, $100 Oil & Rate Earths
Panama Hits $5M, $110 Brent, Indonesia Nickel Cuts, and Cocoa Shortage
Danube Freight, Congo Copper Pivots, 182M-Ton Soy & Gulf Oil
Seabed Mining Ramps, Hormuz Hits 4 Ships, LNG Reaches $30 and Sugar Soars
Pipeline Outage Risks 4% Oil, $26 LNG, Russian Grain Shock, Yttrium
Copper Slides 4%, Oil Tops $100, Robusta Up 32%, and Hormuz Transit Drops
$100 Oil, 10M Ton Corn Boom, Jakarta Nickel Bourse, and China Soy Buys
Copper Eyes $15K, EU Gas Hits €75, and Freight Snarls Wheat Trade
Diesel Surges, Record US Copper Imports, 300% Grain Tariffs & Hormuz Strains
US Copper Inflow, $375 Rice, Big Oil Lockout & Out-of-Grid Power
$4,000 Zinc, EU Feed Spikes, Chevron’s $7B Play, and Black Sea Strain
USDA AI Investment, LNG Exports, India Eyes Zambia Copper, & Sugar Deficit
Venezuela Oil deal, 9.4% Copper Drop, 1.76B Biofuels & Baltic Freight
Beef Policy, Codelco Profit Jump, $24 LNG & 28% Ukraine Grain Rebound
EU Gas Tests €68, US-Venezuela Crude Deal Nears & Black Sea Freight Stalls
Sugar Output Plunges, 70 Grain Ships Jammed, $90 Brent Strains Power
Zinc at $3.8K, US Copper Drain, $1.5B Haynesville Gas & Brazil Soy
45 Tankers Blacklisted, EU Maize Cut to 6.61t, Refiner Strain & Ghana Gold
Gold Targets $4,900 as PJM Grid Costs Hit $6B and US Corn Yields Drop
US Eases Fuel Mandates Early, Wheat Rallies 17%, and DOE Deploys $500M in Grants
SMR Nuclear Boom, Wheat Climbs 30%, and $102 Diesel Spreads
Steel Falls 4%, Aluminum retreats, Canada Oil & India Sugar Crises
Black Sea Freight Rises, Oil Bypasses Hormuz & Copper Lifts BHP
Rhine Logistics Stall, EU Corn Plunges to 52M Tons, Codelco Overhauls Copper
Danube Nuclear Shutdown, 36-Yr Aluminum Lows, Grains & US Blockade
Oil Supply Slashed, China Copper Shrinks & Colombia Quake Hits Coffee
Freight Spikes, $14.4k Copper, US Gas Records & Super El Nino Impacts
Grain Halts & Gold Surge: Ukraine Cuts Exports 12% as Barrick Hits $4,417 Gold
Food Prices Hit 3-Yr High, BHP Port Strike, $3B Metals & Hormuz Gas Scramble
Congo Copper Ban, 600k bpd US Oil Surge, EU Maize Drops 14%, China Soy Buys
Iron Ore Shortfall, $300k Black Sea Freight, Sugar Spike & Fuel Reserves
Codelco Pauses Copper Mine; BP Profit Hits $5.7B; BDI Jumps 3.3% to 2,936
Zinc Hits $3,700, US Crude Drops to 3.7M bpd, China Buys 1M Tons Soy.
War Spikes Oil Margins, China Buys U.S Soy, Indonesia Frees Metals
Cocoa Falls 16%, Suez Oil Risks 5M bpd, Metals Scrap Banned & Rice Hits Highs
US Oil Draws 7M Barrels, CME Copper Hits 58%, Cocoa Drops & Grain Tenders Rise
6.8 GW Grid Deficit, US Rare Earth Action, 5% Rice Gain & 1.7M Sugar Deficit
US Crops Fall to 63%, Freight Hikes, Oil Fees & LME Zinc Surges
Aluminium Output Down as Grain Exports Double & Oil Risks Grow
LNG Outages, US Wheat, 1.3Bt Iron Ore Demand, & PJM Grid Stress
Record Coffee, Novorossiysk Night Ban, Oil Shortage & Rare Earths
Red Sea U-Turns, Copper Drops 27%, Argentina Corn Surges, ND Wheat Yields 46
Black Sea Wheat, Red Sea Oil, Lithium Drops 4%, Beef Down 10%
Copper Imports Hit 9-Month High, Hormuz Oil Slows, French Maize Drops to 41%
US Tariffs on Brazil Disrupt Bioenergy as Black Sea Freight Risks Loom
China's Metal Threat, $16B Power Grid Caps, and Brazil's 14% Coffee Jump
Drone Strikes Hit Freight, Rio Tinto Costs Rise, and Mexico Sugar Quota Jumps
China Coal Jumps 29%, Gold Consolidates, Solar Up 18%, Coffee Faces El Niño
Asia LNG Hits 6-Month High, US Wheat at 1.53B Bushels, A$5.6B Gold Merger
Grid Costs Hit $28K; Fuel Margins Peak at $64 as US Smelters Revive Amid Soy & Rail Crunches
Venture Global LNG Fees Jump 69% Amid Iran War as China Chases 25M-Ton U.S. Soybean Target
Wine Yields Slide 10%, US Tariffs Slam Brazil Freight, and Oil Prices Surge 5%
Gold M&A Grows, Oil Output Rises, Ukraine Grain Slows, Rooftop Solar Surges
Oil Flips to Contango, Lithium Triples, and Australia Iron Ore Faces $150M Daily Strike Threat
Oil Transfers, AI Power Boom, India Crops and Critical Minerals in Focus
Brent Sinks to $83 on Hormuz Peace Deal as Brazilian Farm Debt Escalates to 171B Reais
Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets
US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock
11 Million Barrels Per Day Lost, Farm Fuel Soars, China Rewires Energy and Trade
Steel Exports Hit 5-Month High, US Wheat Moves, & El Nino Threatens Rice Supply
EU Steel Tariffs Hit Ukraine, US Crude Drops 3.3M Bbls & Fertilizer Up 55%
Solar Costs Spike 20%, Rice Exports Drop 7%, Aluminum Disrupts Energy, & Oil Waivers Miss Mark
Metals Glut Warning, US Wheat Hits 1986 Low, & BP Stock Drops 10%
Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows
Energy Storage Booms While Europe Gas Dips & Wheat Taxes Cut
Indonesia Seizes Exports, Zinc Surges, India Soymeal Halves, and China Cuts Oil Output by 1M BPD
Oil Above $112, Australia Wheat Cuts, Platinum Surge and AI Power Boom
Platinum Deficits, China Soy Deals and Gulf Aluminum Shifts
Oil Deficits, India Sugar Ban, Wheat Surge, and Gold Market Turbulence
China Soybeans, Hormuz Tankers, Copper Gains, and Solar Policy Shock
$7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock
US-Iran Peace Talks, Europe’s Solar Glut and Argentina’s Lithium Surge.
Nickel Rivalry: ShFE Overtakes LME & Iran War Triggers 17% Qatar LNG Export Drop
UAE Exits OPEC, 31% Wheat Ratings, and the $10.7B Gold Merger Reshaping Markets
The Permian Price Crash vs. Global Spikes: US Gas Glut Meets a 108% Asian LNG Surge
UAE Exits OPEC Amid Oil War: India’s Gold Imports Hit 30-Year Low