The Battle for Critical Minerals, Discounted Oil, and Locked-In LNG.

The Commodities Trade Institute Podcast · Feb 5, 2026 · 8m

Oil trade flows are under fresh political pressure, LNG buyers are locking in decades-long supply, and governments are stepping deeper into critical minerals markets. This episode breaks down how geopolitics is reshaping energy, metals, and agriculture — and what it means for prices, trade routes, and global supply chains.

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