Jul 22, 2026 · not_requested
Red Sea U-Turns, Copper Drops 27%, Argentina Corn Surges, ND Wheat Yields 46
- Duration seconds
- 373
Podcast
The Commodities Trade Institute Podcast
- Author
- The Commodities Institute
- Feed episode count
- 182
- Official site
- https://podcasters.spotify.com/pod/show/zach2455
Summary
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
Jul 21, 2026 · not_requested
Black Sea Wheat, Red Sea Oil, Lithium Drops 4%, Beef Down 10%
- Duration seconds
- 379
Jul 20, 2026 · not_requested
Copper Imports Hit 9-Month High, Hormuz Oil Slows, French Maize Drops to 41%
- Duration seconds
- 640
Jul 17, 2026 · not_requested
US Tariffs on Brazil Disrupt Bioenergy as Black Sea Freight Risks Loom
- Duration seconds
- 697
Jul 16, 2026 · not_requested
China's Metal Threat, $16B Power Grid Caps, and Brazil's 14% Coffee Jump
- Duration seconds
- 679
Jul 15, 2026 · not_requested
Drone Strikes Hit Freight, Rio Tinto Costs Rise, and Mexico Sugar Quota Jumps
- Duration seconds
- 568
Jul 14, 2026 · not_requested
China Coal Jumps 29%, Gold Consolidates, Solar Up 18%, Coffee Faces El Niño
- Duration seconds
- 609
Jul 13, 2026 · not_requested
Asia LNG Hits 6-Month High, US Wheat at 1.53B Bushels, A$5.6B Gold Merger
- Duration seconds
- 536
Jul 10, 2026 · not_requested
Grid Costs Hit $28K; Fuel Margins Peak at $64 as US Smelters Revive Amid Soy & Rail Crunches
- Duration seconds
- 863
Jul 9, 2026 · not_requested
Venture Global LNG Fees Jump 69% Amid Iran War as China Chases 25M-Ton U.S. Soybean Target
- Duration seconds
- 662
Jul 8, 2026 · not_requested
Wine Yields Slide 10%, US Tariffs Slam Brazil Freight, and Oil Prices Surge 5%
- Duration seconds
- 673
Jul 7, 2026 · not_requested
Gold M&A Grows, Oil Output Rises, Ukraine Grain Slows, Rooftop Solar Surges
- Duration seconds
- 593
Jun 25, 2026 · not_requested
Oil Flips to Contango, Lithium Triples, and Australia Iron Ore Faces $150M Daily Strike Threat
- Duration seconds
- 536
Jun 17, 2026 · not_requested
Oil Transfers, AI Power Boom, India Crops and Critical Minerals in Focus
- Duration seconds
- 572
Jun 16, 2026 · not_requested
Brent Sinks to $83 on Hormuz Peace Deal as Brazilian Farm Debt Escalates to 171B Reais
- Duration seconds
- 773
Jun 12, 2026 · not_requested
Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets
- Duration seconds
- 599
Jun 11, 2026 · not_requested
US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock
- Duration seconds
- 602
Jun 10, 2026 · not_requested
11 Million Barrels Per Day Lost, Farm Fuel Soars, China Rewires Energy and Trade
- Duration seconds
- 583
Jun 9, 2026 · not_requested
Steel Exports Hit 5-Month High, US Wheat Moves, & El Nino Threatens Rice Supply
- Duration seconds
- 571
May 29, 2026 · not_requested
EU Steel Tariffs Hit Ukraine, US Crude Drops 3.3M Bbls & Fertilizer Up 55%
- Duration seconds
- 568
May 28, 2026 · not_requested
Solar Costs Spike 20%, Rice Exports Drop 7%, Aluminum Disrupts Energy, & Oil Waivers Miss Mark
- Duration seconds
- 523
May 27, 2026 · not_requested
Metals Glut Warning, US Wheat Hits 1986 Low, & BP Stock Drops 10%
- Duration seconds
- 566
May 27, 2026 · not_requested
Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows
- Duration seconds
- 553
May 22, 2026 · not_requested
Energy Storage Booms While Europe Gas Dips & Wheat Taxes Cut
- Duration seconds
- 535
May 20, 2026 · not_requested
Indonesia Seizes Exports, Zinc Surges, India Soymeal Halves, and China Cuts Oil Output by 1M BPD
- Duration seconds
- 1218
May 19, 2026 · not_requested
Oil Above $112, Australia Wheat Cuts, Platinum Surge and AI Power Boom
- Duration seconds
- 651
May 15, 2026 · not_requested
Platinum Deficits, China Soy Deals and Gulf Aluminum Shifts
- Duration seconds
- 637
May 14, 2026 · not_requested
Oil Deficits, India Sugar Ban, Wheat Surge, and Gold Market Turbulence
- Duration seconds
- 614
May 11, 2026 · not_requested
China Soybeans, Hormuz Tankers, Copper Gains, and Solar Policy Shock
- Duration seconds
- 560
May 8, 2026 · not_requested
$7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock
- Duration seconds
- 507
May 7, 2026 · not_requested
US-Iran Peace Talks, Europe’s Solar Glut and Argentina’s Lithium Surge.
- Duration seconds
- 446
May 6, 2026 · not_requested
Nickel Rivalry: ShFE Overtakes LME & Iran War Triggers 17% Qatar LNG Export Drop
- Duration seconds
- 479
May 5, 2026 · not_requested
UAE Exits OPEC, 31% Wheat Ratings, and the $10.7B Gold Merger Reshaping Markets
- Duration seconds
- 554
May 4, 2026 · not_requested
The Permian Price Crash vs. Global Spikes: US Gas Glut Meets a 108% Asian LNG Surge
- Duration seconds
- 409
May 1, 2026 · not_requested
UAE Exits OPEC Amid Oil War: India’s Gold Imports Hit 30-Year Low
- Duration seconds
- 479
Apr 30, 2026 · not_requested
Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee
- Duration seconds
- 490
Apr 29, 2026 · not_requested
The UAE Quits OPEC, Gold Hits $5,595, and the $1,100 Aluminum Squeeze
- Duration seconds
- 473
Apr 28, 2026 · not_requested
Gold Eyes $4,916, Shell’s $16.4B Canada Deal, and the Global Fertilizer Crisis
- Duration seconds
- 362
Apr 27, 2026 · not_requested
US-EU Mineral Pact, EU Steel Rebounds, and the 90-Day Jones Act Extension
- Duration seconds
- 552
Apr 24, 2026 · not_requested
Asia’s 1M Barrel per Day Fuel Loss, US Farmers Bet on Lentils, and the EU-US Mineral Pact
- Duration seconds
- 366
Apr 23, 2026 · not_requested
UN’s agricultural warnings, European Solar Surge, and Chile’s Copper Acid Crunch
- Duration seconds
- 351
Apr 22, 2026 · not_requested
Aluminum Hits $3,672 as Hormuz Blockade Traps 50 Tankers and Biofuels Surge 30%
- Duration seconds
- 471
Apr 21, 2026 · not_requested
Gulf Aluminum Falls 6% as Hormuz Crisis Spikes LNG 54% and Oil Risk
- Duration seconds
- 476
Apr 20, 2026 · not_requested
Nickel hits $18,655, Oil Ceasefire at Risk, and the Caspian Grain Shift
- Duration seconds
- 475