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Corn Acres, Soybean Risks, Heavy Crude and Global Supply
Season 2 Episode 33
U.S. refiners move closer to Venezuelan crude, farmers double down on corn despite razor-thin margins, miners pivot toward copper, and energy securit…
8 months, 3 weeks ago
Guyana’s Oil Moment, Asia’s Crude Shuffle, and the Rising Cost of Energy Power
Season 2 Episode 32
Today’s episode dives into Guyana’s expanding oil ambitions amid shifting geopolitics, Asia’s record crude imports and changing supplier mix, swellin…
8 months, 3 weeks ago
From Russian Crude to AI Metals: How Power, Food, and Trade Are Repricing Risk
Season 2 Episode 31
Today’s episode unpacks a pivotal shift in global commodities, from copper overtaking iron ore in mining earnings to dramatic changes in oil flows be…
8 months, 3 weeks ago
Moldy Corn, 178M Tons of Soy, and the Sulfuric Surplus
Season 2 Episode 30
In today’s episode, we explore why China is ditching its domestic corn for global sorghum, how copper smelters are finding gold in sulfuric acid, and…
8 months, 4 weeks ago
Oil Diplomacy, Rare Earth Futures, and Platinum’s Record Surge
Season 2 Episode 29
U.S. officials push for a dramatic revival of Venezuela’s oil sector as OPEC signals a possible second-quarter surplus. Meanwhile, CME explores launc…
8 months, 4 weeks ago
Snowless Europe, The Silver Deficit and USDA’s Data Storm
Season 2 Episode 28
In this episode, Emily Costa analyzes the deepening structural deficit in the silver market and the institutional fallout from the USDA's unprecedent…
8 months, 4 weeks ago
The Million Barrel Milestone and the Global Mineral Hunt
Season 2 Episode 27
In this episode, we analyze Venezuela’s return to a million barrels of oil per day, India’s strategic push for lithium and rare earth minerals across…
9 months ago
Sanctions, Storms, and Supply Chains: A Global Commodities Reality Check
Season 2 Episode 26
In today’s episode, we unpack a sweeping European push to choke off Russian crude exports, explore how extreme weather is reshaping agricultural outl…
9 months ago
Copper Gluts, Russian Crude Cuts, and Soybean Demand
Season 2 Episode 25
Global commodity markets are being reshaped by deepening discounts, shifting trade routes, and political pressure. This episode explores why Russian …
9 months ago
The Battle for Critical Minerals, Discounted Oil, and Locked-In LNG.
Season 2 Episode 24
Oil trade flows are under fresh political pressure, LNG buyers are locking in decades-long supply, and governments are stepping deeper into critical …
9 months ago