Latest / The Commodities Trade Institute Podcast
Oil on the Brink, Metals Under Strain, and Agriculture Faces Hard Limits
Global commodity markets are sending mixed but deeply consequential signals. Oil prices are being pulled higher by geopolitics and supply discipline, metals markets are flashing vulnerability as rare earth shortages deepen, and agriculture is wrestling with the hard reality that political trade promises can outpace physical demand. Today’s episode connects the dots across energy, metals, farming, power, and shipping to explain what’s really moving markets—and why it matters now.
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The skinny
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