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The Commodities Institute Podcast

Author: The Commodities Institute

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A daily breakdown of the trends, risks, and market moves shaping global commodities—from oil and agriculture to metals, energy, and freight. Clear, sharp, and globally informed.
115 Episodes
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Oil Above $100, AI Infrastructure, Iron Ore Tensions, and Freight Chaos Ripples Across Commodities

Oil Above $100, AI Infrastructure, Iron Ore Tensions, and Freight Chaos Ripples Across Commodities

2026-03-1309:22

Energy markets are being reshaped by geopolitical shocks as conflict in the Middle East disrupts oil flows and pushes prices above one hundred dollars per barrel. In response, the United States is considering extraordinary policy measures, including temporary sanctions waivers and potential shipping rule changes to stabilize fuel markets. Meanwhile, tensions in global metals trade are escalating as China tightens restrictions on certain iron ore imports, agricultural flows are facing new regulatory and freight challenges, and surging electricity demand from data centers could reshape the future of power generation. In this episode, we unpack the forces reshaping global commodities—from oil and metals to grains and shipping.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Oil Reserves, Aluminum Shortages, Gas Diversions, and the Brazil Soy Freeze

Oil Reserves, Aluminum Shortages, Gas Diversions, and the Brazil Soy Freeze

2026-03-1206:23

In this episode, we analyze the seismic shifts across global markets as the conflict in the Middle East paralyzes the Strait of Hormuz. We break down the International Energy Agency’s record-breaking four hundred million barrel oil release, the sudden freeze in Middle Eastern aluminum supplies, and why American liquefied natural gas is making a surprise return to Chinese ports.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
The 182 Million-Barrel Gamble, Russia’s Caspian Pivot, Europe’s Nuclear and the Palm Oil Crisis.

The 182 Million-Barrel Gamble, Russia’s Caspian Pivot, Europe’s Nuclear and the Palm Oil Crisis.

2026-03-1108:12

As the conflict in the Middle East shutters the Strait of Hormuz, the International Energy Agency proposes a historic strategic oil release while global markets scramble to adapt. This episode explores the ripple effects across aluminum production in the Gulf, the resurgence of nuclear debates in Europe, Russia's tactical shift to Caspian Sea grain routes, and Zambia’s ambitious copper expansion.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Metal Supply Risks, Freight, and Oil Disruptions as the Strait of Hormuz Crisis Unfolds

Metal Supply Risks, Freight, and Oil Disruptions as the Strait of Hormuz Crisis Unfolds

2026-03-1008:18

Energy markets are reacting dramatically to escalating tensions in the Middle East, with the Strait of Hormuz effectively shut and global oil flows disrupted. In this episode, we unpack the volatility in crude prices, potential easing of Russian oil sanctions, and the ripple effects across LNG, coal, and power markets. We also examine how Brazil’s sugar mills may pivot toward ethanol, why China’s iron ore imports are climbing, and how shipping disruptions are threatening aluminium supply chains.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Oil Collapse, LNG Rally, Nickel Risk: Inside the Commodity Shockwave

Oil Collapse, LNG Rally, Nickel Risk: Inside the Commodity Shockwave

2026-03-0909:10

A wave of geopolitical disruption is rippling across global commodity markets. Iraqi oil production has plunged as the Strait of Hormuz becomes increasingly constrained, LNG prices are surging amid halted exports from Qatar, and nickel producers in Indonesia face potential shutdowns due to sulphur shortages. Meanwhile, agriculture markets are adjusting to shifting harvest expectations from Ukraine and Brazil. In this episode, we explore how a single geopolitical flashpoint is cascading across oil, metals, energy, agriculture, and global trade.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Gasoline Prices, Aluminium Squeeze, Gold Policy and Brazil’s Record Soybean Crop

Gasoline Prices, Aluminium Squeeze, Gold Policy and Brazil’s Record Soybean Crop

2026-03-0610:03

Rising geopolitical tensions in the Middle East are rippling across global commodity markets. Oil prices have surged as the conflict with Iran threatens shipping through the Strait of Hormuz, while aluminium markets face tightening supplies amid disrupted Gulf production and dwindling inventories. At the same time, agriculture is sending mixed signals: Brazil is heading toward a record soybean harvest, even as shipping disruptions threaten food supply chains across the Gulf region. In this episode, we unpack how energy, metals, agriculture, and global logistics are colliding to reshape commodity markets.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
AI Critical Minerals & Strait of Hormuz Paralysis: Oil, LNG, and Fertilisers Cost are Soaring

AI Critical Minerals & Strait of Hormuz Paralysis: Oil, LNG, and Fertilisers Cost are Soaring

2026-03-0506:46

A widening U.S.–Iran conflict has frozen shipping through the Strait of Hormuz, stranded more than two hundred vessels, and forced Qatar to halt LNG production. Oil is up twelve percent in days, European gas has surged nearly seventy percent, tanker rates have quadrupled, and Asia is scrambling for crude and fertiliser. We unpack the ripple effects across energy, agriculture, metals, and freight.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Military Escorts, Asian LNG Scramble, Oil Surges and Aluminium Squeezed

Military Escorts, Asian LNG Scramble, Oil Surges and Aluminium Squeezed

2026-03-0406:04

Energy and metals markets are reeling as conflict in the Middle East disrupts shipping through the Strait of Hormuz. Oil jumps twelve percent, Qatar’s aluminium output faces a prolonged shutdown, Asian LNG buyers rush to secure supply, and agricultural trade from basmati rice to Russian grain stalls. We break down the ripple effects across commodities and what it means for prices, logistics, and global supply chains.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Strait of Hormuz Shockwave: Oil Soars, LNG Surges, and China’s Strategic Edge

Strait of Hormuz Shockwave: Oil Soars, LNG Surges, and China’s Strategic Edge

2026-03-0309:19

Oil jumps nearly ten percent, LNG freight rates spike above forty percent, and European gas prices leap as Middle East tensions disrupt the Strait of Hormuz. We break down the ripple effects across energy, metals, agriculture, and global shipping — and why China may be better positioned than most.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Strait of Hormuz Closure, Middle East Conflict, Copper Stockpiles, and a Gas Gamble in the Desert

Strait of Hormuz Closure, Middle East Conflict, Copper Stockpiles, and a Gas Gamble in the Desert

2026-03-0209:52

Geopolitical conflict sends tremors through oil and shipping markets as the Strait of Hormuz closes, OPEC+ moves cautiously, and insurers pull war-risk cover. At the same time, the United States quietly amasses copper, China reopens its canola market to Canada, bird flu devastates U.S. poultry, and Saudi Arabia places a massive bet on shale gas to reshape its energy future.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Saudi Crude Hikes, Platinum’s Record Run, and the Cocoa Crisis

Saudi Crude Hikes, Platinum’s Record Run, and the Cocoa Crisis

2026-02-2708:59

In this episode, we analyze the major shifts across global markets, including Saudi Arabia's first crude price hike to Asia in five months and the geopolitical maneuvering behind Lukoil’s asset sales. We also dive into the record-breaking profits in the platinum sector, the logistical hurdles facing Ukrainian grain exports, and the emergency measures being taken by Ivory Coast to save its cocoa industry amidst a global price slump.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYouTube - www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Oil on the Brink, Metals Under Strain, and Agriculture Faces Hard Limits

Oil on the Brink, Metals Under Strain, and Agriculture Faces Hard Limits

2026-02-2607:30

Global commodity markets are sending mixed but deeply consequential signals. Oil prices are being pulled higher by geopolitics and supply discipline, metals markets are flashing vulnerability as rare earth shortages deepen, and agriculture is wrestling with the hard reality that political trade promises can outpace physical demand. Today’s episode connects the dots across energy, metals, farming, power, and shipping to explain what’s really moving markets—and why it matters now.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstituteCommodities Market AI Metals News Trading Trade Oil Agriculture Policy
The New Era of Mineral AI, Cobalt Crunches, and Carbon Quotas.

The New Era of Mineral AI, Cobalt Crunches, and Carbon Quotas.

2026-02-2507:25

In this episode, we dive into the Democratic Republic of Congo's cobalt export restrictions that are rattling Chinese markets, the Trump administration's plan to use artificial intelligence to set critical mineral prices, and the massive power grid bottlenecks threatening the global AI revolution.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstituteCommodities Market AI Metals News Trading Trade Oil Agriculture Policy
Oil’s Inflation Comeback, Copper’s Power Shift, and the New Map of Commodity Flows

Oil’s Inflation Comeback, Copper’s Power Shift, and the New Map of Commodity Flows

2026-02-2408:11

Oil prices are quietly regaining their influence over inflation just as geopolitics reshapes global supply routes. From Iraq’s West Qurna oilfield to copper’s growing dominance in mining profits, and from delayed soybean harvests to power grids clinging to coal, today’s commodities landscape is anything but settled.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstitute#Commodities #Market #AI #News #Trading #Trade #Metal #Oil #Agriculture
Supreme Court’s Big Move, AI Power Hunger & Rare Earth Independence

Supreme Court’s Big Move, AI Power Hunger & Rare Earth Independence

2026-02-2309:41

This episode explores the ripple effects of the United States Supreme Court's decision to strike down major trade tariffs and what it means for energy infrastructure and agricultural exports. We dive into the landmark mining agreement between India and Brazil, the growing tension in rare earth metal pricing, and the regulatory "perfect storm" hitting the sugar industry. Additionally, we analyze how the surge in artificial intelligence is driving a controversial comeback for coal power and shifting the global flow of liquefied natural gas.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstitute#Commodities #Market #AI #News #Trading #Commodity
Silver Shocks Solar, Farmers Rebalance the Fields, and Oil Reawakens.

Silver Shocks Solar, Farmers Rebalance the Fields, and Oil Reawakens.

2026-02-2008:01

A sweeping look at how Venezuela’s oil industry is clawing back capacity, why soaring silver prices are forcing a rethink in solar manufacturing, and how shifting crop choices in the United States are reshaping global agricultural flows. From energy geopolitics to grain markets and freight disruptions, today’s episode connects the dots across commodities.www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - www.instagram.com/commoditiesinstituteFacebook - www.facebook.com/61584221970761TikTok - www.tiktok.com/@commoditiesinstituteYoTube -www.youtube.com/@commoditiesinstitute#Commodities #Market #AI #News #MarketInsights #Trade #DataCenters
Corn Acres, Soybean Risks, Heavy Crude and Global Supply

Corn Acres, Soybean Risks, Heavy Crude and Global Supply

2026-02-1906:43

U.S. refiners move closer to Venezuelan crude, farmers double down on corn despite razor-thin margins, miners pivot toward copper, and energy security reshapes alliances from Europe to Africa. Big decisions, tight economics, and long-term consequences are colliding across markets.
Guyana’s Oil Moment, Asia’s Crude Shuffle, and the Rising Cost of Energy Power

Guyana’s Oil Moment, Asia’s Crude Shuffle, and the Rising Cost of Energy Power

2026-02-1807:57

Today’s episode dives into Guyana’s expanding oil ambitions amid shifting geopolitics, Asia’s record crude imports and changing supplier mix, swelling U.S. soybean crush and biofuel uncertainty, pressure points in global metals logistics, and how LNG exports are reshaping domestic energy costs. 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
From Russian Crude to AI Metals: How Power, Food, and Trade Are Repricing Risk

From Russian Crude to AI Metals: How Power, Food, and Trade Are Repricing Risk

2026-02-1706:56

Today’s episode unpacks a pivotal shift in global commodities, from copper overtaking iron ore in mining earnings to dramatic changes in oil flows between Russia, China, and Europe. We also explore how weather, geopolitics, and infrastructure are reshaping agriculture, power markets, and critical minerals supply chains.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
Moldy Corn, 178M Tons of Soy, and the Sulfuric Surplus

Moldy Corn, 178M Tons of Soy, and the Sulfuric Surplus

2026-02-1308:32

In today’s episode, we explore why China is ditching its domestic corn for global sorghum, how copper smelters are finding gold in sulfuric acid, and why the shipping industry is ignoring political delays on carbon taxes. We also dive into the shifting "Peak Oil" timeline and Namibia’s uranium surge.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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