Episodes

3d 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.

4d 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.

5d 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.

6d 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.

Dec 15

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.

Dec 8

Today we unpack a fast-moving commodities landscape — from a potential G-seven maritime ban that could upend Russian oil flows, to China’s surging crude, soybeans, and rare earth movements, to Brazil’s remarkable pivot toward premium robusta coffee.

Dec 5

We break down a market shuffle: a five-year low Saudi OSP, nickel and rare earths tensions, U.S. LNG margin pressure, record Brazilian soybean flows, and surprise Canadian grain surpluses. Clear, conversational analysis of what those moves mean for traders, producers and consumers.

Dec 4

In today’s episode we untangles a week of market-moving developments — from U.S. crude and fuel builds to a strategic pipeline reopening in Iraq, copper production pivots at Glencore, and agricultural shifts from France to Brazil. Expect clear analysis on what these stories mean for prices, producers and the energy transition.

Dec 3

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.

Dec 2

Today we untangle how a targeted attack on a Black Sea oil terminal, record U.S. LNG shipments, shifting rare earth policy, and crop and livestock disruptions in Europe are combining to reshape energy, metals and food markets. Clear, sharp and conversational — the episode you need to understand what comes next.

Dec 1

We break down the biggest stories moving commodities today — record copper premiums, shifting gas and power strategies, a surprising Australian harvest, OPEC+ decisions on output and capacity, and supply-chain shocks from Black Sea attacks — with clear analysis and what investors and traders should watch next.

Nov 28

Emily Costa breaks down the biggest moves across oil, metals, carbon and power, and agriculture, explaining how a likely OPEC+ pause, China’s crackdown on smelting capacity, Petrobras’ new five-year plan, and record Brazilian soy output will shape supplies, prices and market sentiment into next year.

Nov 27

Emily Costa breaks down the week’s biggest moves across metals, power, agriculture, oil and dry freight — from Codelco’s record copper premium to UK oil licensing shifts, and why sanctions and policy are reshaping supply chains and investment decisions.

Nov 26

Emily Costa unpacks the shifting dynamics across metals, carbon and power, agriculture, oil, and dry freight — from China’s copper capacity halt and Europe’s new LNG comfort zone to India’s rush for Russian crude and Ukraine’s grain bottlenecks. A clear, engaging look at the forces steering today’s markets.

Nov 25

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.

Nov 24

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.

Nov 21

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.

Nov 20

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.

Nov 19

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.

Nov 18

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.

Nov 17

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, and curious listeners.

Nov 10

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.

Nov 7

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.

Nov 5

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.

Nov 4

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.

Oct 30

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.

Oct 27

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.

Oct 24

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.

Oct 22

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 global commodities and the forces shaping tomorrow’s markets.

Oct 21

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 global trade.

Oct 15

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.

Oct 14

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 commodities market.

Oct 13

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.

Oct 9

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 navigating a volatile 2025.

Oct 8

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.

Oct 6

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.

Oct 3

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.

Aug 19

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.

Aug 18

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.

Aug 16

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.

Aug 14

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 in key sales to China.

Aug 13

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.

Aug 12

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.

Aug 11

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.

Aug 8

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.

Aug 7

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.

Aug 6

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.

Aug 5

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.

Aug 4

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.

Aug 1

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.

Aug 1

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.

Jul 30

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.

Jul 29

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.

Jul 28

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.

Jul 25

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.

Jul 24

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.

Jul 23

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.

Jul 22

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.

Jul 21

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.

Jul 18

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.

Jul 17

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.

Jul 16

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.

Jul 15

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 pivotal weather, Brazil reports sharp declines in sugar and ethanol production, and China’s steel output plunges amid export challenges. Emily also explores the US’s bold move to overhaul rare earth pricing and reduce China’s dominance, Venture Global’s early LNG production success, Mozambique’s potential LNG project restart, and the steep fall in Russian grain exports caused by weaker harvests and new quotas. Stay informed on how climate, policy, and geopolitics continue to disrupt commodity flows worldwide.