The Commodities Institute Podcast

1d ago

A sweeping look at surplus-driven pressure across oil, gas, and agriculture, alongside bullish gold forecasts and rising geopolitical risk shaping global commodity flows as the year winds down.

2d ago

Today’s episode unpacks a pivotal moment across global commodity markets, from oil geopolitics and power prices to gold’s historic rally and deep structural shifts in agriculture and mining. We explore what these developments mean for producers, consumers, and investors as twenty twenty five heads toward a volatile close.

4d ago

Today’s episode unpacks rising geopolitical risk in energy markets, tightening metals supply chains, and the quieter but powerful shifts underway in agriculture, freight, and power that are reshaping global commodity flows as the year draws to a close.

5d ago

Today’s episode explores why tanker rates are surging, how geopolitics is reshaping energy and metals supply chains, and why farmers and power markets are quietly rewriting long-held assumptions about resilience and risk.

6d ago

Today’s episode explores how geopolitics, regulation, and shifting demand are reshaping global commodity markets. From Venezuela’s tightening oil exports and Nigeria’s refining battle, to China’s slowing steel output, agricultural disease risks in Europe, and the hidden pollution costs of freight rail, we connect the dots across energy, metals, agriculture, and transport to explain what really matters for the months ahead.

Dec 12

A deep dive into mounting geopolitical pressure on oil flows, surprising shifts in agricultural output, and the evolving landscape of metals and power markets — and what it all means for global trade today.

Dec 11

Today’s episode unpacks a dramatic U.S. tanker seizure off Venezuela, the geopolitical ripple effects in global oil markets, the accelerating East-West divide in carbon intensity, fresh turbulence in U.S. agriculture, and the escalating scramble for rare-earth magnet supply chains. A fast-moving landscape — and plenty to break down.

Dec 9

In today’s episode we break down how Texas solar output eclipsing coal, China’s shifting metals exports, a brief outage and restart at one of the world’s biggest oilfields, and fresh moves in agriculture and dry freight are reshaping commodity flows and market sentiment. Clear, measured, and conversational — the episode explains why these developments matter for traders, producers, and policy watchers.