Claim OwnershipThe Commodities Institute Podcast
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A weekly 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.
40 Episodes
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This episode explores TotalEnergies’ surprising forecast for oil demand through 2040, China’s growing clean tech dominance, a thaw in U.S.-China trade tensions, and Europe’s watered-down climate deal ahead of COP30. Emily Costa unpacks how energy politics and market shifts are colliding to redefine the global commodities landscape.
In today’s episode, Emily Costa breaks down a volatile week across oil, agriculture, metals, and energy markets — from Aramco’s profit slide and Glencore’s looming smelter shutdown to China’s soybean maneuvers and Europe’s surging LNG appetite.
In today’s episode, we dive deep into the global commodities landscape — from Iran’s oil discounts to China, to America’s surprising crude drawdowns, Argentina’s looming strike, and a golden quarter for investors. Emily unpacks the numbers, the narratives, and the geopolitical currents shaping markets as October 2025 draws to a close.
On today’s episode of The Commodities Institute Podcast, Emily Costa breaks down the latest twists in global oil, agriculture, and metals markets — from U.S. sanctions on Russian oil and record corn harvests to disruptions in copper mining and LNG’s shifting power balance. A sweeping look at how politics, production, and policy are reshaping the world’s commodity flows.
Today, we unpack how sweeping new U.S. sanctions on Russian oil giants Rosneft and Lukoil are reshaping the global energy market, testing China and India’s diplomatic balancing acts, and rattling oil prices. Plus, we explore ripple effects across agriculture, metals, and energy—from Argentine beef to Malaysian LNG exports.
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.
In today’s episode, we explore the mounting fears of a global oil supply glut, Donald Trump’s renewed pressure on India over Russian crude, the shifting alliances shaping the energy world, and what all this means for commodities from crude to critical minerals. From contango to critical minerals diplomacy, this is a sweeping look at how geopolitics and supply dynamics are redrawing the map of global trade.
In today’s episode, Emily Costa unpacks the International Energy Agency’s stark forecast of a major oil surplus in 2026, exploring the potential ripple effects across global markets. From OPEC+ output shifts to the evolving dynamics in agriculture and metals, Emily examines how the forces of supply, demand, and policy are reshaping the future of commodities.
In today’s episode, we unpack the shifting tides of global commodities—from OPEC’s new production dynamics to China’s battle with rain-soaked harvests, Chile’s push to diversify copper smelting, and the escalating trade tensions reshaping global freight flows. Join Emily Costa as she connects the dots between energy, agriculture, metals, and geopolitics in this week’s pulse of the global commodities market.
In today’s episode of The Commodities Institute Podcast, Emily Costa unpacks the escalating U.S.–China trade rift, its ripple effects on energy and metals, the latest on oil and agriculture, and how Europe’s energy security is once again in question.
In today’s episode of The Commodities Institute Podcast, Emily Costa dives deep into a world reshaped by politics, technology, and shifting consumer trends — from Iraq’s bold new oil partnership with Exxon to the quiet crisis facing U.S. sugar beet farmers, and from silver’s stunning price rally to China’s tightening grip on rare earth exports. We explore how energy, metals, and agriculture are navigating a volatile 2025.
In today’s episode, we unpack the shifting tides of global commodities—from India’s quiet pivot toward yuan payments for Russian oil and Argentina’s slowing shale boom, to gold’s record-breaking rally and the world’s first-ever renewable power triumph over coal.
On today’s episode of The Commodities Institute Podcast, Emily Costa dives deep into shifting energy and agriculture landscapes—from OPEC+’s delicate balancing act to the U.S. soybean sector’s trade woes, and California’s remarkable strides toward clean energy dominance.
Today’s episode unpacks rising OPEC output, shifting U.S. fuel oil imports, Brazil’s bid to dominate robusta coffee, and global energy market tensions—from LNG Canada’s rocky startup to China’s growing role in Middle Eastern gas projects.
Today’s episode unpacks major disruptions in oil flows to Central Europe, Indonesia’s bold refining plans, and sweeping changes in agriculture and metals markets. From Brazil’s soy moratorium suspension to India’s fight over steel tariffs, we explore how shifting energy and commodity policies are reshaping trade, industry, and geopolitics.
In today’s episode, we unpack the latest developments shaping global commodities—from Trump’s wavering stance on China’s Russian oil purchases, to Russia’s record-breaking sunflower harvest, South Korea’s nuclear energy push, and Uganda’s ambitious gold mining project.
Today’s episode breaks down why oil prices are softening as summer demand fades, how shifting crop yields in Europe and South America are reshaping agricultural markets, and why copper and renewable energy policy are taking center stage in the metals and power sectors.
On today’s episode of The Commodities Institute Podcast, We unpacks the IEA’s warning of an oil market oversupply, shifting crop patterns in Argentina, cocoa setbacks in West Africa, a sharp copper forecast cut from Chile, and why the zinc market isn’t buying into low inventory panic. We’ll also touch on LNG arbitration victories, China’s solar slowdown, and how Brazil is edging out U.S. soybeans in key sales to China.
On today’s episode, Emily Costa dives into OPEC’s bullish oil outlook, record-breaking U.S. corn and soybean harvests, and the latest in global trade tensions—from coffee tariffs to canola disputes—unpacking what these developments mean for markets and producers worldwide.
A deep dive into today’s commodity market shifts — from Saudi oil flows to China, to the fierce battle over Citgo’s parent company, a potential shakeup in global cocoa trade, and policy moves shaping critical minerals and LNG. Emily Costa unpacks the headlines, adds context, and explores the broader market implications.
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