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Solar Costs Spike 20%, Rice Exports Drop 7%, Aluminum Disrupts Energy, & Oil Waivers Miss Mark
Season 2 Episode 94
In today’s briefing, we analyze the profound ripple effects of the ongoing Middle East conflict across the global commodities spectrum. We unpack how…
5 months ago
Metals Glut Warning, US Wheat Hits 1986 Low, & BP Stock Drops 10%
Season 2 Episode 93
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. W…
5 months ago
Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows
Season 2 Episode 92
Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz s…
5 months ago
Energy Storage Booms While Europe Gas Dips & Wheat Taxes Cut
Season 2 Episode 91
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 wa…
5 months, 1 week ago
Indonesia Seizes Exports, Zinc Surges, India Soymeal Halves, and China Cuts Oil Output by 1M BPD
Season 2 Episode 90
A sweeping look at the geopolitical shocks rocking global commodities on May 20, 2026. From China's state refiners slashing oil throughput by over on…
5 months, 1 week ago
Oil Above $112, Australia Wheat Cuts, Platinum Surge and AI Power Boom
Season 2 Episode 89
Brent crude closes above $112 as oil inventories tighten and the U.S. extends sanctions waivers on stranded Russian crude. Australian farmers slash w…
5 months, 2 weeks ago
Platinum Deficits, China Soy Deals and Gulf Aluminum Shifts
Season 2 Episode 88
Commodity markets are entering a new phase of disruption as the Strait of Hormuz crisis spreads beyond crude oil into metals, fertilizers, agricultur…
5 months, 2 weeks ago
Oil Deficits, India Sugar Ban, Wheat Surge, and Gold Market Turbulence
Season 2 Episode 87
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—ba…
5 months, 2 weeks ago
China Soybeans, Hormuz Tankers, Copper Gains, and Solar Policy Shock
Season 2 Episode 86
China’s commodity flows are shifting on multiple fronts at once. April soybean imports jumped sharply, crude flows through the Strait of Hormuz are b…
5 months, 3 weeks ago
$7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock
Season 2 Episode 85
Today, we investigate the staggering $7 billion in short positions placed moments before Iran war ceasefires and the UAE’s risky "dark tanker" maneuv…
5 months, 3 weeks ago