Shows / The Commodities Trade Institute Podcast
The Commodities Trade Institute Podcast
A daily breakdown of the trends, risks, and market moves shaping global commodities—from oil and agriculture to metals, energy, and freight. Clear, sharp, and globally informed.
Episodes
- The Commodities Trade Institute Podcast
Zinc Hits $3,700, US Crude Drops to 3.7M bpd, China Buys 1M Tons Soy.
London Metal Exchange zinc spiked to near four-year highs of $3,703.50 per ton as visible inventories fell to two days of global demand amid concentrated…
- The Commodities Trade Institute Podcast
War Spikes Oil Margins, China Buys U.S Soy, Indonesia Frees Metals
Global energy markets grapple with war-induced refining bottlenecks pushing plant utilization past ninety-seven percent alongside an OPEC+ output bump of one…
- The Commodities Trade Institute Podcast
Cocoa Falls 16%, Suez Oil Risks 5M bpd, Metals Scrap Banned & Rice Hits Highs
West African cocoa supplies face a severe 16% contraction while global energy routes brace for disruption following drone strikes near the Suez Canal that…
- The Commodities Trade Institute Podcast
US Oil Draws 7M Barrels, CME Copper Hits 58%, Cocoa Drops & Grain Tenders Rise
U.S. commercial crude stocks fell by 7.2 million barrels to their lowest level since 2018 amid Middle East conflict escalation, while CME warehouses now hold…
- The Commodities Trade Institute Podcast
6.8 GW Grid Deficit, US Rare Earth Action, 5% Rice Gain & 1.7M Sugar Deficit
OPEC+ prepares to pause production hikes leaving two million barrels per day offline, while PJM Interconnection confronts a six point eight gigawatt grid…
- The Commodities Trade Institute Podcast
US Crops Fall to 63%, Freight Hikes, Oil Fees & LME Zinc Surges
Record heatwaves strain global crop yields as USDA drops corn and soybean ratings to 63% and EU wheat forecasts fall 7%. Freight costs spike across the Black…
- The Commodities Trade Institute Podcast
Aluminium Output Down as Grain Exports Double & Oil Risks Grow
Russian seaborne grain exports doubled to nearly three million metric tons in June, capping a bumper shipping season even as Red Sea transit dropped to eleven…
- The Commodities Trade Institute Podcast
LNG Outages, US Wheat, 1.3Bt Iron Ore Demand, & PJM Grid Stress
Shipowners have halted port calls in Ukraine following missile strikes on Odesa, while Rhine River water levels have dropped to shallow extremes, forcing…
- The Commodities Trade Institute Podcast
Record Coffee, Novorossiysk Night Ban, Oil Shortage & Rare Earths
A night-time vessel ban at Russia’s Novorossiysk port drove Euronext wheat futures up 4.5%, while escalating Middle East conflict expanded 2026 global oil…
- The Commodities Trade Institute Podcast
Red Sea U-Turns, Copper Drops 27%, Argentina Corn Surges, ND Wheat Yields 46
Red Sea tanker diversions and escalations in the Middle East force energy realignments as Egypt negotiates multi-year gas contracts facing an eleven billion…
- The Commodities Trade Institute Podcast
Black Sea Wheat, Red Sea Oil, Lithium Drops 4%, Beef Down 10%
Russian wheat export prices surged seven dollars to two hundred forty-one dollars per ton following Black Sea shipping halts, while Red Sea blockade threats…
- The Commodities Trade Institute Podcast
Copper Imports Hit 9-Month High, Hormuz Oil Slows, French Maize Drops to 41%
China's refined copper imports reached a nine-month peak of 281,307 metric tons in June as domestic smelter maintenance tightened supply, driving the Yangshan…
- The Commodities Trade Institute Podcast
US Tariffs on Brazil Disrupt Bioenergy as Black Sea Freight Risks Loom
London Metal Exchange lead inventories skyrocket by fifty-eight percent due to Singapore warehousing arbitrage, while China prepares to launch new lithium…
- The Commodities Trade Institute Podcast
China's Metal Threat, $16B Power Grid Caps, and Brazil's 14% Coffee Jump
China's proposed rare earth restrictions put $6.5 trillion in Western industry at risk, while a series of Russian missile strikes on Ukrainian Black Sea ports…
- The Commodities Trade Institute Podcast
Drone Strikes Hit Freight, Rio Tinto Costs Rise, and Mexico Sugar Quota Jumps
Ukrainian drone strikes in the Sea of Azov damage 116 vessels, disrupting Russian agricultural exports, while severe drought on the Rhine River forces German…
- The Commodities Trade Institute Podcast
China Coal Jumps 29%, Gold Consolidates, Solar Up 18%, Coffee Faces El Niño
China's coal imports jump 29% following a domestic mining disaster, and soybean imports hit a record 13.55 million metric tons. In Western Australia, a…
- The Commodities Trade Institute Podcast
Asia LNG Hits 6-Month High, US Wheat at 1.53B Bushels, A$5.6B Gold Merger
Global commodity supply chains face severe disruptions as the Strait of Hormuz sees ship transits plunge to a five-week low amid escalating U.S.-Iran military…
- The Commodities Trade Institute Podcast
Grid Costs Hit $28K; Fuel Margins Peak at $64 as US Smelters Revive Amid Soy & Rail Crunches
A comprehensive analysis of critical fractures across global commodity networks. This episode explores the unprecedented $27,698/MW power price spikes on the…
- The Commodities Trade Institute Podcast
Venture Global LNG Fees Jump 69% Amid Iran War as China Chases 25M-Ton U.S. Soybean Target
An analytical breakdown of today's compounding commodity supply shocks. Host Emily Costa explores the escalating Iran conflict following a projectile strike on…
- The Commodities Trade Institute Podcast
Wine Yields Slide 10%, US Tariffs Slam Brazil Freight, and Oil Prices Surge 5%
An in-depth analysis of global commodity disruptions: from a record-breaking summer drought shrinking French wine crops to a structural shift as Shanghai…
- The Commodities Trade Institute Podcast
Gold M&A Grows, Oil Output Rises, Ukraine Grain Slows, Rooftop Solar Surges
OPEC+ approved another production increase as exports through the Strait of Hormuz gradually recover, while uncertainty remains around Iranian crude flows and…
- The Commodities Trade Institute Podcast
Oil Flips to Contango, Lithium Triples, and Australia Iron Ore Faces $150M Daily Strike Threat
In this episode, we break down the massive shift in global energy markets as a 60-day U.S.-Iran deal reopens the Strait of Hormuz, plunging physical crude…
- The Commodities Trade Institute Podcast
Oil Transfers, AI Power Boom, India Crops and Critical Minerals in Focus
Global commodity markets remain focused on supply security and infrastructure. This episode examines the reported movement of roughly 90 million barrels of oil…
- The Commodities Trade Institute Podcast
Brent Sinks to $83 on Hormuz Peace Deal as Brazilian Farm Debt Escalates to 171B Reais
A tentative U.S.-Iran framework agreement to reopen the Strait of Hormuz sends Brent crude sliding to $83 a barrel, but global shippers remain deeply cautious…
- The Commodities Trade Institute Podcast
Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets
U.S. gasoline inventories have fallen to decade lows as summer demand rises, while China’s crude imports dropped 29% amid accelerating transportation…
- The Commodities Trade Institute Podcast
US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock
The US-Iran war has propelled US oil exports to a record 10.5 million bpd, fracturing OPEC's market share to an all-time low of 22%. Meanwhile, Beijing's…
- The Commodities Trade Institute Podcast
11 Million Barrels Per Day Lost, Farm Fuel Soars, China Rewires Energy and Trade
We take a look at the Energy Information Administration’s warning of record-low oil stockpiles, the growing strain on U.S. agriculture, India’s push to secure…
- The Commodities Trade Institute Podcast
Steel Exports Hit 5-Month High, US Wheat Moves, & El Nino Threatens Rice Supply
In today's episode, we analyze China's dramatic 29% drop in crude oil imports to an eight-year low and how it is ironically easing global price pressures amid…
- The Commodities Trade Institute Podcast
EU Steel Tariffs Hit Ukraine, US Crude Drops 3.3M Bbls & Fertilizer Up 55%
In today’s episode, we break down the unintended consequences of geopolitical conflict across global commodity supply chains. We analyze the EU’s controversial…
- The Commodities Trade Institute Podcast
Solar Costs Spike 20%, Rice Exports Drop 7%, Aluminum Disrupts Energy, & Oil Waivers Miss Mark
In today’s briefing, we analyze the profound ripple effects of the ongoing Middle East conflict across the global commodities spectrum. We unpack how soaring…
- The Commodities Trade Institute Podcast
Metals Glut Warning, US Wheat Hits 1986 Low, & BP Stock Drops 10%
In today’s episode of The Commodities Institute Podcast, we break down the sudden ousting of BP’s Chairman and its immediate impact on oil markets. We then…
- The Commodities Trade Institute Podcast
Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows
Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz shipping…
- The Commodities Trade Institute Podcast
Energy Storage Booms While Europe Gas Dips & Wheat Taxes Cut
On today’s episode of The Commodities Institute Podcast, we break down the massive market distortions caused by the Iran war. We analyze the IEA’s warning of a…
- The Commodities Trade Institute Podcast
Indonesia Seizes Exports, Zinc Surges, India Soymeal Halves, and China Cuts Oil Output by 1M BPD
A sweeping look at the geopolitical shocks rocking global commodities on May 20, 2026. From China's state refiners slashing oil throughput by over one million…
- The Commodities Trade Institute Podcast
Oil Above $112, Australia Wheat Cuts, Platinum Surge and AI Power Boom
Brent crude closes above $112 as oil inventories tighten and the U.S. extends sanctions waivers on stranded Russian crude. Australian farmers slash wheat…
- The Commodities Trade Institute Podcast
Platinum Deficits, China Soy Deals and Gulf Aluminum Shifts
Commodity markets are entering a new phase of disruption as the Strait of Hormuz crisis spreads beyond crude oil into metals, fertilizers, agriculture, and…
- The Commodities Trade Institute Podcast
Oil Deficits, India Sugar Ban, Wheat Surge, and Gold Market Turbulence
We break down a landmark day in global trade as the IEA warns of a historic oil supply shock caused by the Iran war. We explore India’s dual shock—banning…
- The Commodities Trade Institute Podcast
China Soybeans, Hormuz Tankers, Copper Gains, and Solar Policy Shock
China’s commodity flows are shifting on multiple fronts at once. April soybean imports jumped sharply, crude flows through the Strait of Hormuz are being…
- The Commodities Trade Institute Podcast
$7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock
Today, we investigate the staggering $7 billion in short positions placed moments before Iran war ceasefires and the UAE’s risky "dark tanker" maneuvers in the…
- The Commodities Trade Institute Podcast
US-Iran Peace Talks, Europe’s Solar Glut and Argentina’s Lithium Surge.
We explore the widening gap between falling oil futures and a physical supply shock that has drained 500 million barrels from global reserves. This episode…
- The Commodities Trade Institute Podcast
Nickel Rivalry: ShFE Overtakes LME & Iran War Triggers 17% Qatar LNG Export Drop
We analyzes a transformative week in commodities, where the Iran war has forced a 17% cut in Qatari LNG capacity and a radical EU pivot toward domestic…
- The Commodities Trade Institute Podcast
UAE Exits OPEC, 31% Wheat Ratings, and the $10.7B Gold Merger Reshaping Markets
We analyze a historic week in commodities as the UAE exits OPEC, reducing the cartel’s market share to 26%. We dive into the $10.7 billion Regis-Vault gold…
- The Commodities Trade Institute Podcast
The Permian Price Crash vs. Global Spikes: US Gas Glut Meets a 108% Asian LNG Surge
As the Strait of Hormuz blockade chokes 20% of global energy flows, a stark bifurcation has emerged in the markets. While Asian oil imports hit 10-year lows…
- The Commodities Trade Institute Podcast
UAE Exits OPEC Amid Oil War: India’s Gold Imports Hit 30-Year Low
This episode covers the U.S. naval blockade stranding 69 million barrels of Iranian crude, the UAE's shock departure from OPEC, and a tax dispute that has sent…
- The Commodities Trade Institute Podcast
Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee
We explore a massive rotation in global markets as mining ETFs double to $87.4 billion and Brent crude climbs past $115. From Bunge’s surging profit forecasts…
- The Commodities Trade Institute Podcast
The UAE Quits OPEC, Gold Hits $5,595, and the $1,100 Aluminum Squeeze
Emily Costa breaks down a tectonic shift in energy markets as the UAE exits OPEC, signaling a deep rift in Gulf leadership. We also analyze the…
- The Commodities Trade Institute Podcast
Gold Eyes $4,916, Shell’s $16.4B Canada Deal, and the Global Fertilizer Crisis
Join Emily Costa as she breaks down Shell’s massive ARC Resources acquisition, the record-breaking price forecasts for gold, and the escalating fertilizer…
- The Commodities Trade Institute Podcast
US-EU Mineral Pact, EU Steel Rebounds, and the 90-Day Jones Act Extension
An analytical exploration of the dual crises facing global markets: a historic El Niño threatening food security and the Iran war paralyzing the Strait of…
- The Commodities Trade Institute Podcast
Asia’s 1M Barrel per Day Fuel Loss, US Farmers Bet on Lentils, and the EU-US Mineral Pact
Today we break down the cascading effects of the Iran war on global markets, from the technical refining shifts causing a diesel shortage in Asia to the…
- The Commodities Trade Institute Podcast
UN’s agricultural warnings, European Solar Surge, and Chile’s Copper Acid Crunch
As Iran seizes ships in the Strait of Hormuz, Brent crude breaks the $100 barrier, sparking a chain reaction across global markets. From a critical sulphuric…
- The Commodities Trade Institute Podcast
Aluminum Hits $3,672 as Hormuz Blockade Traps 50 Tankers and Biofuels Surge 30%
A severe supply shock in aluminum markets, a near shutdown of the Strait of Hormuz, and rising oil prices are rippling across global commodities. This episode…
- The Commodities Trade Institute Podcast
Gulf Aluminum Falls 6% as Hormuz Crisis Spikes LNG 54% and Oil Risk
We analyze the deepening industrial impact of the Middle East conflict, from the 6% drop in Gulf aluminum production to the near-standstill in the Strait of…
- The Commodities Trade Institute Podcast
Nickel hits $18,655, Oil Ceasefire at Risk, and the Caspian Grain Shift
As the U.S.-Iran ceasefire teeters on the brink, Emily Costa explores the "sulfur squeeze" driving nickel prices to 11-week highs and the logistical nightmare…
- The Commodities Trade Institute Podcast
California’s $5.86 Gas Spike, India's Gold Halt, and the UK’s Carbon Tax Pivot
Global commodities are diverging sharply as the Iran conflict disrupts energy flows and reshapes supply chains. Oil prices surge to record highs in Europe and…
- The Commodities Trade Institute Podcast
Jet Fuel Crunches, $1,000 Urea and a 10% Surge in Aluminum
Emily Costa breaks down a pivotal day in global commodities as Iran floats a high-stakes proposal for the Strait of Hormuz. We analyze why China’s steel output…
- The Commodities Trade Institute Podcast
U.S Blockade Impact, China's Acid Ban, Copper Smelter Risks, and a $1.5 Trillion Power Grid
As the U.S. enforces a naval blockade on Iranian ports and ends critical oil sanctions waivers, the commodities world is feeling the heat. Host Emily Costa…
- The Commodities Trade Institute Podcast
Iron Ore Bans Lifted, US Blockades Iran, and India’s 92% Monsoon Alert
Emily Costa breaks down a pivotal day in global trade as China ends its months-long standoff with BHP, the U.S. military enforces a blockade on Iranian ports…
- The Commodities Trade Institute Podcast
AI Power Demand Revives Coal, Oil Hits $100 Amid Iran Blockade, and Colombia Coffee Drops 29%
As US-Iran peace talks collapse and a maritime blockade begins, oil prices have surged past $100. Simultaneously, the American AI boom is forcing a…
- The Commodities Trade Institute Podcast
Argentina's $165B Glacier Reform, Gulf Refining at 95%, and the Global Diesel Crunch
Emily Costa breaks down a pivotal week in global markets as Argentina passes a landmark reform to open glacier regions to lithium and copper mining. We analyze…
- The Commodities Trade Institute Podcast
Oil Toll Shock, China Copper Pivot, LNG Spike and Argentina Corn Boom
As a fragile two-week ceasefire takes hold in the Middle East, Emily Costa analyzes the "scarring" of the global LNG market and the potential for a permanent…