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OPEC+ Pause, China’s Copper Brake, and a Record Brazilian Soy Crop — What It Means for Markets
Season 1 Episode 51
Emily Costa breaks down the biggest moves across oil, metals, carbon and power, and agriculture, explaining how a likely OPEC+ pause, China’s crackdo…
11 months ago
Codelco’s premium shock, policy friction in power, and the ripple effects of sanctions.
Season 1 Episode 50
Emily Costa breaks down the week’s biggest moves across metals, power, agriculture, oil and dry freight — from Codelco’s record copper premium to UK …
11 months ago
Copper Crunch to LNG Calm: What’s Shaping Commodities This Week
Season 1 Episode 49
Emily Costa unpacks the shifting dynamics across metals, carbon and power, agriculture, oil, and dry freight — from China’s copper capacity halt and …
11 months ago
Russia’s Oil Pivot, Dangote’s Big Bet, and Gold Tensions Ease in Mali
Season 1 Episode 48
In today’s episode, we explore how Russia is working to expand oil flows to China, why Nigeria’s Dangote refinery is taking bold steps to double capa…
11 months ago
China’s Stealth Crude, Surging Diesel Margins, and a Global Grains Surprise
Season 1 Episode 47
Today’s episode unpacks surprising shifts in China’s crude sourcing, why diesel markets are sending a very different signal than crude, and how agric…
11 months, 1 week ago
Shifting Power Plays Across Global Commodities
Season 1 Episode 46
A deep dive into the latest cross-sector moves reshaping global commodities, from China’s metals maneuvering and Bosnia’s bid for energy independence…
11 months, 1 week ago
Aramco’s US Push, the Heavy Rare Earths Squeeze, and a Shifting Farm Map
Season 1 Episode 45
Today we unpack a wave of market-moving moves — from Aramco’s multi-billion dollar U.S. memoranda and a scramble for heavy rare earths to shifts in U…
11 months, 1 week ago
Market Threads: Ports, Refineries, and the New Logic of Commodity Risk
Season 1 Episode 44
A clear, listener-first breakdown of how recent disruptions — from an attack on Russia’s Novorossiysk terminal to surging refining margins and shifti…
11 months, 1 week ago
Chevron, China and the Changing Flow of Commodities
Season 1 Episode 43
A close look at this week’s seismic moves across oil, agriculture, metals and power — from Chevron’s interest in Lukoil assets and China’s crude stoc…
11 months, 1 week ago
Oil Shock, Yttrium Squeeze, and a Trade U-Turn — What Commodities Traders Need to Know
Season 1 Episode 42
In today’s episode Emily Costa breaks down a volatile week in commodities: Russia’s Black Sea export hub reopens after an attack, U.S. licensing open…
11 months, 2 weeks ago