The Commodities Institute Podcast

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...

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.

Today’s episode dives into global oil market complacency over U.S.–India–Russia tensions, a sharp rebound in European grain harvests, and the latest disruptions in copper and lithium supply. We also explore how these developments ripple across commodities, trade, and geopolitics.

A deep dive into the latest moves in oil, metals, agriculture, and energy markets, exploring how trade disputes, shifting supply chains, and weather events are reshaping global commodity flows.

In today’s episode, we unpack why global oil markets remain tight despite increased OPEC+ output targets, explore India’s delicate energy balancing act amid U.S. trade pressure, and examine the shifting competitiveness in global soybean and rare earth exports.

Today’s episode dives into Brazil’s historic deepwater oil discovery, the implications of a falling U.S. rig count, and the shifting dynamics in global energy and agriculture markets. From the heart of the Santos Basin to the fields of the Permian, we break down what these developments mean for commodities, energy security, and trade.

Today’s episode explores shifting commodity markets—from oil and agriculture to metals and critical minerals. We dive into Aramco’s earnings decline, Venezuela’s cautious oil exports, Ukraine’s rising grain outlook, and Australia’s new strategy to secure rare earth supplies.

In this episode, we explore the latest developments in global commodities—from OPEC+ production moves and aging palm oil plantations to China's copper dominance and U.S. trade tariffs reshaping coffee and biodiesel markets.

Emily Costa unpacks a volatile week in commodities, from oil earnings slumps and Indian refiners backing off Russian crude to Ukraine’s smaller harvest, U.S. copper market shocks, and China’s solar shakeout.

In this episode, Emily Costa unpacks the latest shocks in the oil, agriculture, and metals markets—from sweeping U.S. sanctions on Iran’s shipping network to Brazil’s sugar production downgrade and the dramatic market reaction to Trump’s scaled-back copper tariffs.

From looming U.S. tariffs on Russian oil buyers to groundbreaking agricultural innovations in Australia, this episode unpacks the latest geopolitical tensions, supply chain shake-ups, and unexpected resilience shaping today’s global commodities market.

On this episode of The Commodities Institute Podcast , we dive into surging oil prices, China’s growing influence in the refined fuels market, and U.S. ambitions to dominate LNG exports. We also examine supply challenges in cocoa and corn, and a controversial strategy unfolding in Myanmar over rare earths.

Today’s episode explores the high-stakes world of global energy politics, from Trump’s controversial tariff threats on Russian oil to the EU’s ambitious—but likely unachievable—U.S. energy import pledge. We unpack what’s rhetoric, what’s realistic, and what it all means for oil markets, energy security, and global inflation.

We unpack the U.S.’s potential Venezuela oil sanction easing, plummeting North Dakota wheat yields, Ivory Coast’s cocoa crisis under EU rules, Rio Tinto’s titanium exit, and how Trump’s subsidy cuts are derailing America’s clean energy boom.

In this episode, we unpack the major developments shaping global commodities—from oil export roadblocks in the Black Sea to silver's stellar rally and fresh moves in global beef and soymeal trade. Join us as we decode the week's biggest headlines and explore the ripple effects across global markets.

In this episode, we explore ExxonMobil's strategic return to Trinidad’s offshore energy scene, rising global demand for natural gas, and how geopolitical decisions are reshaping power markets and agricultural trade. From Caribbean deepwater deals to France's wheat fields and Japan's steel battles, this week’s round-up captures the critical moves shaping commodities.

In this episode, we explore how EU sanctions are reshaping global oil flows and examine whether OPEC and IEA forecasts are falling behind reality. We also take a close look at U.S. corn, Russian grain, China's steel emissions, and the Philippines' pivot away from coal.

In today’s episode, we break down the EU’s bold move to enforce a new Russian oil price cap, the fallout and delays in Chevron’s acquisition of Hess, and China’s tightening grip on critical mineral exports. We also touch on what Europe’s wheat glut means for farmers and why LNG flows are changing course. A packed update you won’t want to miss.

In today’s episode, we explore the fragile reawakening of Iraqi Kurdistan’s oil exports, BHP’s costly potash pivot in Canada, and why Coca-Cola’s sugar switch could disrupt U.S. agriculture. Join us for an in-depth look at how geopolitics, energy policy, and corporate decisions are shaping today’s global commodity landscape.

In this episode, we explore how Canada’s oil sands are quietly transforming into North America’s most resilient oil play, examine the dramatic drone attacks disrupting oil fields in Iraqi Kurdistan, and unpack the global ripples of low crop prices, steel trade tensions, and renewed LNG strategies.

In this episode, we break down the latest developments across the oil, metals, and agricultural markets, from OPEC’s bullish tone to China’s strategic crude stockpiling and rising copper bets amid shifting geopolitical winds.

In this episode of The Commodities Institute Podcast , Emily Costa dives into a series of critical market developments shaping global supply chains. Hear how China’s state refineries hit record throughput while independent “teapot” operators struggle with margin pressure, alongside OPEC’s forecast for strong Q3 oil demand and planned output hikes. Meanwhile, Ivory Coast cocoa farmers monitor pivot...