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Sanctions, Shifts, and Supply: The New Crossroads in Global Commodities

Sanctions, Shifts, and Supply: The New Crossroads in Global Commodities

Update: 2025-11-10
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In today’s episode, Emily Costa unpacks the week’s most consequential moves in oil, metals, agriculture, and power—from the collapse of Lukoil’s global operations under new U.S. sanctions to India’s shifting energy priorities and China’s recalibrated export controls. It’s a global balancing act where geopolitics, energy security, and trade strategy collide.

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Sanctions, Shifts, and Supply: The New Crossroads in Global Commodities

Sanctions, Shifts, and Supply: The New Crossroads in Global Commodities

The Commodities Institute