The Commodities Institute Podcast

In today’s episode, we explore how Russia is working to expand oil flows to China, why Nigeria’s Dangote refinery is taking bold steps to double capacity, and how a breakthrough in Mali could reshape the global gold landscape. We also look at renewed Chinese buying in U.S. agriculture and disruptions in rare earths production.

Today’s episode unpacks surprising shifts in China’s crude sourcing, why diesel markets are sending a very different signal than crude, and how agricultural and metals markets are responding to political deals, regulatory hurdles, and tightening supplies. A wide-ranging look across the global commodities grid.

A deep dive into the latest cross-sector moves reshaping global commodities, from China’s metals maneuvering and Bosnia’s bid for energy independence to evolving grain balances, offshore drilling battles in the United States, and Asia’s accelerating demand for feed grains.

Today we unpack a wave of market-moving moves — from Aramco’s multi-billion dollar U.S. memoranda and a scramble for heavy rare earths to shifts in U.S. crop plantings and China’s soybean sourcing — and explains what they mean for traders, producers, and long-term commodity security.

A clear, listener-first breakdown of how recent disruptions — from an attack on Russia’s Novorossiysk terminal to surging refining margins and shifting soy and wheat flows — are reshaping oil, agricultural, and metals markets. Practical implications for traders, processors, and policy watchers, delivered in plain language.

A close look at this week’s seismic moves across oil, agriculture, metals and power — from Chevron’s interest in Lukoil assets and China’s crude stock-building to coffee tariffs and coal phase-outs — and what they mean for markets and supply chains.

In today’s episode Emily Costa breaks down a volatile week in commodities: Russia’s Black Sea export hub reopens after an attack, U.S. licensing opens the door to sales of Lukoil’s foreign assets, a surprising tariff rollback on food, a brewing yttrium shortage that could choke aerospace and semiconductors, and Saudi Aramco’s leap into U.S. LNG. Clear, actionable analysis for traders, producers, a...

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.

In today’s episode of The Commodities Institute Podcast, Emily Costa delves into the changing landscape of global commodities — from China’s surging oil and soybean imports to the U.S. push for critical minerals and record LNG deals. We unpack how sanctions, shifting alliances, and infrastructure bottlenecks are redefining global trade dynamics and what it all means for the months ahead.

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 gl...

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 glob...

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 commoditi...

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 na...

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.