Latest / The Commodities Trade Institute Podcast
China’s Oil Boom & Split Refinery Margins, OPEC’s Demand Surge, Cocoa Weather Watch, US Rare Earth Pricing Shakeup, and Russia’s Grain Export Collapse
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…
The skinny
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