All Episodes
The Commodities Institute Podcast — 171 episodes
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
Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee
The UAE Quits OPEC, Gold Hits $5,595, and the $1,100 Aluminum Squeeze
Gold Eyes $4,916, Shell’s $16.4B Canada Deal, and the Global Fertilizer Crisis
US-EU Mineral Pact, EU Steel Rebounds, and the 90-Day Jones Act Extension
Asia’s 1M Barrel per Day Fuel Loss, US Farmers Bet on Lentils, and the EU-US Mineral Pact
UN’s agricultural warnings, European Solar Surge, and Chile’s Copper Acid Crunch
Aluminum Hits $3,672 as Hormuz Blockade Traps 50 Tankers and Biofuels Surge 30%
Gulf Aluminum Falls 6% as Hormuz Crisis Spikes LNG 54% and Oil Risk
Nickel hits $18,655, Oil Ceasefire at Risk, and the Caspian Grain Shift
California’s $5.86 Gas Spike, India's Gold Halt, and the UK’s Carbon Tax Pivot
Jet Fuel Crunches, $1,000 Urea and a 10% Surge in Aluminum
U.S Blockade Impact, China's Acid Ban, Copper Smelter Risks, and a $1.5 Trillion Power Grid
Iron Ore Bans Lifted, US Blockades Iran, and India’s 92% Monsoon Alert
AI Power Demand Revives Coal, Oil Hits $100 Amid Iran Blockade, and Colombia Coffee Drops 29%
Argentina's $165B Glacier Reform, Gulf Refining at 95%, and the Global Diesel Crunch
Oil Toll Shock, China Copper Pivot, LNG Spike and Argentina Corn Boom
Oil Drops 16%, Saudi Premium Hits $19.50, Russia Wheat at 88.7M Tons, & US Gas Output at 109 Bcfd
Oil Revenues, Urea Prices Surge 70%, While China Curbs Fertilizer Exports Amid Middle East War
Italy's LNG, Deepwater Gulf Sales, and the Year-Long Road to Metal Recovery
LNG & Oil Shock Drives Prices Higher While Aluminium Gains and Global Trade Faces Severe Disruption
Aluminium Above $3,500, LNG Near $20, and Wheat Planting Hits Record Lows
Aluminum Strikes, Triple-Digit Oil, and the LNG Scramble: A Global Commodity Market in Turmoil
Shocks in Metals, Trump’s Cuba Pivot, and the Global Race for Critical Mineral Reserves
From Oil to Food: Fertilizer Prices Jump 65% as War Ripples Spread. Aluminum Premiums at 11Year High
Energy Warfare, Coffee, Japan’s Yen Gamble and the Genetic Frontier
80% of Asia’s Oil at Risk: From Fuel Crisis to Fertilizer Shock and Metal Strain
Gold’s 15% Retreat vs. China’s 48% Green Surge: Tracking $4 Gasoline Peak and the AI Copper Push
Supply Disruptions Across Oil, Fertilizer, and Freight Indicate a Broad Commodities Repricing
Oil at $166, Gas Crisis Deepens, and Fertilizer Squeeze Tightens
Tight Supplies and Wide Spreads: Inside the Commodity Market Disruption
Mining Evolution, Energy Insecurity, and the Strait of Hormuz Blockade
Beyond the Strait: $153 Dubai Crude, 160% Cobalt Gains, and the 68% LNG Growth Forecast
Oil Above $100, AI Infrastructure, Iron Ore Tensions, and Freight Chaos Ripples Across Commodities
Oil Reserves, Aluminum Shortages, Gas Diversions, and the Brazil Soy Freeze
The 182 Million-Barrel Gamble, Russia’s Caspian Pivot, Europe’s Nuclear and the Palm Oil Crisis.
Metal Supply Risks, Freight, and Oil Disruptions as the Strait of Hormuz Crisis Unfolds
Oil Collapse, LNG Rally, Nickel Risk: Inside the Commodity Shockwave
Gasoline Prices, Aluminium Squeeze, Gold Policy and Brazil’s Record Soybean Crop
AI Critical Minerals & Strait of Hormuz Paralysis: Oil, LNG, and Fertilisers Cost are Soaring
Military Escorts, Asian LNG Scramble, Oil Surges and Aluminium Squeezed
Strait of Hormuz Shockwave: Oil Soars, LNG Surges, and China’s Strategic Edge
Strait of Hormuz Closure, Middle East Conflict, Copper Stockpiles, and a Gas Gamble in the Desert
Saudi Crude Hikes, Platinum’s Record Run, and the Cocoa Crisis
Oil on the Brink, Metals Under Strain, and Agriculture Faces Hard Limits
The New Era of Mineral AI, Cobalt Crunches, and Carbon Quotas.
Oil’s Inflation Comeback, Copper’s Power Shift, and the New Map of Commodity Flows
Supreme Court’s Big Move, AI Power Hunger & Rare Earth Independence
Silver Shocks Solar, Farmers Rebalance the Fields, and Oil Reawakens.
Corn Acres, Soybean Risks, Heavy Crude and Global Supply
Guyana’s Oil Moment, Asia’s Crude Shuffle, and the Rising Cost of Energy Power
From Russian Crude to AI Metals: How Power, Food, and Trade Are Repricing Risk
Moldy Corn, 178M Tons of Soy, and the Sulfuric Surplus
Oil Diplomacy, Rare Earth Futures, and Platinum’s Record Surge
Snowless Europe, The Silver Deficit and USDA’s Data Storm
The Million Barrel Milestone and the Global Mineral Hunt
Sanctions, Storms, and Supply Chains: A Global Commodities Reality Check
Copper Gluts, Russian Crude Cuts, and Soybean Demand
The Battle for Critical Minerals, Discounted Oil, and Locked-In LNG.
From Gold Tokens to Global Trade: A New Era for Commodities
Shale Giants, Tariff Deals & Cocoa Stress
Precious Metals’ Volatile Correction and the Rise of the Black Pig
Sanctions Ease, Copper Soars, and Grids Feel the Strain
Record metals, Rising oil, and the Seven Dollar Gas Spike
From Oilfields to Power Grids: The New Supply Squeeze
Frozen Fields, Tight Barrels, and a Bauxite Boom
Gold at $5,000, Grids Under Strain, and Sanctions Reshape Fuel Flows
Arctic Blasts, Copper Surges, and the Venezuelan Oil Pivot
Gold Fever, Oil Deals, and Europe’s Energy Wake-Up Call
Assessing Oil Outages, Crop Conditions, and LNG Expansion Across Global Commodity Markets
Record Metal Outputs, Energy Alliances, and the Changing Tides of Agricultural Dominance
Discounted Oil, Weak Steel, and Strong Renewables: China’s Impact on Global Markets
Mining Pacts, Power Plays, and the Global Oil Pivot
Venezuelan Oil Resurgence and the Unraveling of Amazon Protections
Record Imports, Rising Risks, and Strategic Stockpiles: Commodities at a Crossroads
Venezuela’s Oil Reset, Corn’s Shock Surplus, and the Global Scramble for Critical Minerals
One Hundred Billion Dollars, Ten Million Tons, and a New Commodity Order
From Venezuela to Copper Mines: The Fight for Commodity Control
Oil Power Plays and the Quiet Strain on Global Supply
How Oil Deals, Soybean Flows, and Steel Battles Are Reshaping Markets
Venezuela, Copper, and the Fragile Balancing Act of Global Commodities
Oil Stability, Political Shockwaves, and Tightening Commodity Controls
Gluts, Gold, and Global Trade Fault Lines
Power, Politics, and Precious Metals: A Turning Point for Global Commodities
Oil Blockades, Aluminium Shocks, and Trade Wars Beneath the Surface
Sanctions, Supply Chains, and the High Cost of Moving Commodities
Sanctions, Steel, and Smog: Why Commodity Markets Are Feeling Political Pressure Everywhere
How Seized Tankers, Shifting Trade Flows, and Weather-Hit Crops Are Reshaping Global Commodities
Seized Tankers, Shifting Power Markets, and the Gulf’s High-Stakes Oil Rush
Texas Solar Overtakes Coal, China’s Steel Pivot, and Oilfields Back Online
A Shifting World of Supply: Oil Pressures, Chinese Demand, and a New Era for Coffee
Nickel, LNG margins, and a glut across markets
Pipeline Pressure, Copper Targets and Crop Crowding: Markets React to Politics and Production
A New Balance: How OPEC+, Cobalt Markets, and Global Grain Flows Are Reshaping Commodity Dynamics
Black Sea Disruption, LNG Records and Shifting Supply Chains — December Commodity Pulse
Copper Premiums, Gas Moves, and Grain Surpluses — Markets Navigate Stability and Supply Risks
OPEC+ Pause, China’s Copper Brake, and a Record Brazilian Soy Crop — What It Means for Markets
Codelco’s premium shock, policy friction in power, and the ripple effects of sanctions.
Copper Crunch to LNG Calm: What’s Shaping Commodities This Week
Russia’s Oil Pivot, Dangote’s Big Bet, and Gold Tensions Ease in Mali
China’s Stealth Crude, Surging Diesel Margins, and a Global Grains Surprise
Shifting Power Plays Across Global Commodities
Aramco’s US Push, the Heavy Rare Earths Squeeze, and a Shifting Farm Map
Market Threads: Ports, Refineries, and the New Logic of Commodity Risk
Chevron, China and the Changing Flow of Commodities
Oil Shock, Yttrium Squeeze, and a Trade U-Turn — What Commodities Traders Need to Know
Sanctions, Shifts, and Supply: The New Crossroads in Global Commodities
Shifting Tides in Global Commodities: Oil Flows, Soybean Deals, and LNG Ambitions
A Fragile Balance: Oil Demand, Trade Truces, and Climate Compromises
From Crude to Crops: Shifting Winds in Global Commodities
Oil Discounts, Gold Demand, and Shifting Trade Winds
Sanctions, Surpluses, and Shifting Sands: The Week in Global Commodities
China, Sanctions, and the Shifting Balance of Global Oil
Shockwaves in Energy and Opportunity in Metals: A Global Commodities Rebalancing
Oil Glut Fears, Shadow Markets, and the New Energy Realignment
Oil Glut Ahead: The IEA’s Warning and What It Means for Global Energy Markets
Balancing the Scales: Oil Supply Shifts, Grain Struggles, and the Changing Face of Global Trade
Trade Tensions, Rare Earths, and Rising Metals: The New Face of Global Commodities
From Oilfield Deals to Sugar Shocks: How Global Commodities Are Shifting in 2025
Yuan Payments, Record Gold, and the Rise of Renewables
OPEC’s Tightrope, U.S. Farmers’ Struggles, and California’s Solar Revolution
OPEC Supply Shifts, Coffee Battles, and Energy Crossroads
Energy Shocks, Trade Shifts, and Global Commodities at a Crossroads
Oil Sanctions, Sunflower Surges, and Shifting Power Grids
Oil Eases, Crops Shift, and Metals Move: A Mid-August Market Check
Oil Glut Looms, Crops Shift, and Metals Defy Signals
Oil Demand, Record Harvests, and Trade Tensions: Commodities at a Crossroads
Supply Shifts, Corporate Chess Moves, and Commodities on Edge
Oil Markets Bet on Bluff, Crops Surge, and Metals Face Supply Shocks
Trade Tensions, Tariffs, and Shifting Commodity Flows
OPEC+ Reality Check, India’s Energy Dilemma, and Soybean Shakeups
Brazil’s Big Oil Breakthrough and the Global Energy Shift
Markets in Flux: Oil, Grains, and the Rise of Strategic Minerals
Market Shifts and Commodities Crossroads: Oil, Palm, Copper, and Coffee in Focus
Tariffs, Turbulence, and Tipping Points: Commodities in Flux
Sanctions, Sugar, and Plunging Copper: The Week in Global Commodities
Tariffs, Tensions, and Triumphs: The Global Commodities Landscape in Flux
Asia’s Appetite, Africa’s Harvest, and America’s LNG Push
Tariffs, Trade, and Tumbling Expectations: Global Energy in Focus
Geopolitical Tremors & Green Energy Shifts
Black Sea Disruptions, Silver Surge & Shifting Trade Winds
Drilling Deep, Betting Big: Exxon Returns to Trinidad & The Global Energy Balancing Act.
India, Sanctions, and the Shifting Flow of Oil and Commodities
Sanctions, Shifts, and Strategic Moves: Global Commodities in Flux
Kurdistan’s Oil Comeback, BHP’s Potash Setback & the Sugar Trade Tangle
Canada's Oil Sands, Kurdistan's Crisis, and the Future of Global Commodities
Crude Realities and Copper Dreams: A Global Commodity Check-In
China’s Oil Boom & Split Refinery Margins, OPEC’s Demand Surge, Cocoa Weather Watch, US Rare Earth Pricing Shakeup, and Russia’s Grain Export Collapse