December 3, 2025
A New Balance: How OPEC+, Cobalt Markets, and Global Grain Flows Are Reshaping Commodity Dynamics
The Commodities Institute PodcastAbout this episode
Today’s episode dives into OPEC+’s sweeping overhaul of its capacity system, Exxon’s bold move in Iraq, the shifting landscape of cobalt and battery metals, and major developments across agriculture, power, and freight. A full-market tour with deep context and clear takeaways.