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A Fragile Balance: Oil Demand, Trade Truces, and Climate Compromises
Season 1 Episode 39
This episode explores TotalEnergies’ surprising forecast for oil demand through 2040, China’s growing clean tech dominance, a thaw in U.S.-China trad…
11 months, 3 weeks ago
From Crude to Crops: Shifting Winds in Global Commodities
Season 1 Episode 38
In today’s episode, Emily Costa breaks down a volatile week across oil, agriculture, metals, and energy markets — from Aramco’s profit slide and Glen…
11 months, 3 weeks ago
Oil Discounts, Gold Demand, and Shifting Trade Winds
Season 1 Episode 37
In today’s episode, we dive deep into the global commodities landscape — from Iran’s oil discounts to China, to America’s surprising crude drawdowns,…
11 months, 4 weeks ago
Sanctions, Surpluses, and Shifting Sands: The Week in Global Commodities
Season 1 Episode 36
On today’s episode of The Commodities Institute Podcast, Emily Costa breaks down the latest twists in global oil, agriculture, and metals markets — f…
1 year ago
China, Sanctions, and the Shifting Balance of Global Oil
Season 1 Episode 35
Today, we unpack how sweeping new U.S. sanctions on Russian oil giants Rosneft and Lukoil are reshaping the global energy market, testing China and I…
1 year ago
Shockwaves in Energy and Opportunity in Metals: A Global Commodities Rebalancing
Season 1 Episode 34
On this October 22nd edition of The Commodities Institute Podcast, Emily Costa unpacks a volatile week across oil, agriculture, metals, carbon, and f…
1 year ago
Oil Glut Fears, Shadow Markets, and the New Energy Realignment
Season 1 Episode 33
In today’s episode, we explore the mounting fears of a global oil supply glut, Donald Trump’s renewed pressure on India over Russian crude, the shift…
1 year ago
Oil Glut Ahead: The IEA’s Warning and What It Means for Global Energy Markets
Season 1 Episode 32
In today’s episode, Emily Costa unpacks the International Energy Agency’s stark forecast of a major oil surplus in 2026, exploring the potential ripp…
1 year ago
Balancing the Scales: Oil Supply Shifts, Grain Struggles, and the Changing Face of Global Trade
Season 1 Episode 31
In today’s episode, we unpack the shifting tides of global commodities—from OPEC’s new production dynamics to China’s battle with rain-soaked harvest…
1 year ago
Trade Tensions, Rare Earths, and Rising Metals: The New Face of Global Commodities
Season 1 Episode 31
In today’s episode of The Commodities Institute Podcast, Emily Costa unpacks the escalating U.S.–China trade rift, its ripple effects on energy and m…
1 year ago