Sanctions, Steel, and Smog: Why Commodity Markets Are Feeling Political Pressure Everywhere

The Commodities Trade Institute Podcast · Dec 15, 2025 · 7m

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.