From Russian Crude to AI Metals: How Power, Food, and Trade Are Repricing Risk

The Commodities Trade Institute Podcast · Feb 17, 2026 · 6m

Today’s episode unpacks a pivotal shift in global commodities, from copper overtaking iron ore in mining earnings to dramatic changes in oil flows between Russia, China, and Europe. We also explore how weather, geopolitics, and infrastructure are reshaping agriculture, power markets, and critical minerals supply chains.

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