# The Commodities Trade Institute Podcast

Page: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714
Text version: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714.md
RSS feed: https://anchor.fm/s/10747c694/podcast/rss
Official site: https://podcasters.spotify.com/pod/show/zach2455
Author: The Commodities Institute
Episodes: 182

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/the-commodities-institute-podcast-7413714
Markdown: https://stenobird.com/podcast/the-commodities-institute-podcast-7413714.md

## Episodes
- [Red Sea U-Turns, Copper Drops 27%, Argentina Corn Surges, ND Wheat Yields 46](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/red-sea-u-turns-copper-drops-27-argentina-corn-surges-nd-wheat-yields-46) — 2026-07-22T15:37:42+00:00
- [Black Sea Wheat, Red Sea Oil, Lithium Drops 4%, Beef Down 10%](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/black-sea-wheat-red-sea-oil-lithium-drops-4-beef-down-10) — 2026-07-21T11:13:03+00:00
- [Copper Imports Hit 9-Month High, Hormuz Oil Slows, French Maize Drops to 41%](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/copper-imports-hit-9-month-high-hormuz-oil-slows-french-maize-drops-to-41) — 2026-07-20T11:25:09+00:00
- [US Tariffs on Brazil Disrupt Bioenergy as Black Sea Freight Risks Loom](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-tariffs-on-brazil-disrupt-bioenergy-as-black-sea-freight-risks-loom) — 2026-07-17T21:50:17+00:00
- [China's Metal Threat, $16B Power Grid Caps, and Brazil's 14% Coffee Jump](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/china-s-metal-threat-16b-power-grid-caps-and-brazil-s-14-coffee-jump) — 2026-07-16T12:52:56+00:00
- [Drone Strikes Hit Freight, Rio Tinto Costs Rise, and Mexico Sugar Quota Jumps](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/drone-strikes-hit-freight-rio-tinto-costs-rise-and-mexico-sugar-quota-jumps) — 2026-07-15T17:20:36+00:00
- [China Coal Jumps 29%, Gold Consolidates, Solar Up 18%, Coffee Faces El Niño](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/china-coal-jumps-29-gold-consolidates-solar-up-18-coffee-faces-el-ni-o) — 2026-07-14T18:27:08+00:00
- [Asia LNG Hits 6-Month High, US Wheat at 1.53B Bushels, A$5.6B Gold Merger](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/asia-lng-hits-6-month-high-us-wheat-at-1-53b-bushels-a-5-6b-gold-merger) — 2026-07-13T19:24:37+00:00
- [Grid Costs Hit $28K; Fuel Margins Peak at $64 as US Smelters Revive Amid Soy & Rail Crunches](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/grid-costs-hit-28k-fuel-margins-peak-at-64-as-us-smelters-revive-amid-soy-rail-crunches) — 2026-07-10T17:20:21+00:00
- [Venture Global LNG Fees Jump 69% Amid Iran War as China Chases 25M-Ton U.S. Soybean Target](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/venture-global-lng-fees-jump-69-amid-iran-war-as-china-chases-25m-ton-u-s-soybean-target) — 2026-07-09T18:10:21+00:00
- [Wine Yields Slide 10%, US Tariffs Slam Brazil Freight, and Oil Prices Surge 5%](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/wine-yields-slide-10-us-tariffs-slam-brazil-freight-and-oil-prices-surge-5) — 2026-07-08T17:46:27+00:00
- [Gold M&A Grows, Oil Output Rises, Ukraine Grain Slows, Rooftop Solar Surges](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/gold-m-a-grows-oil-output-rises-ukraine-grain-slows-rooftop-solar-surges) — 2026-07-07T14:38:46+00:00
- [Oil Flips to Contango, Lithium Triples, and Australia Iron Ore Faces $150M Daily Strike Threat](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/oil-flips-to-contango-lithium-triples-and-australia-iron-ore-faces-150m-daily-strike-threat) — 2026-06-25T10:20:43+00:00
- [Oil Transfers, AI Power Boom, India Crops and Critical Minerals in Focus](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/oil-transfers-ai-power-boom-india-crops-and-critical-minerals-in-focus) — 2026-06-17T23:53:36+00:00
- [Brent Sinks to $83 on Hormuz Peace Deal as Brazilian Farm Debt Escalates to 171B Reais](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/brent-sinks-to-83-on-hormuz-peace-deal-as-brazilian-farm-debt-escalates-to-171b-reais) — 2026-06-16T17:48:58+00:00
- [Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/wheat-drought-rare-earth-investments-ai-power-demand-and-tight-fuel-markets) — 2026-06-12T12:18:56+00:00
- [US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-oil-dominance-at-10-5m-bpd-250-ai-wafer-hikes-and-the-60-thai-fuel-price-shock) — 2026-06-11T10:41:53+00:00
- [11 Million Barrels Per Day Lost, Farm Fuel Soars, China Rewires Energy and Trade](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/11-million-barrels-per-day-lost-farm-fuel-soars-china-rewires-energy-and-trade) — 2026-06-10T10:28:12+00:00
- [Steel Exports Hit 5-Month High, US Wheat Moves, & El Nino Threatens Rice Supply](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/steel-exports-hit-5-month-high-us-wheat-moves-el-nino-threatens-rice-supply) — 2026-06-09T10:30:09+00:00
- [EU Steel Tariffs Hit Ukraine, US Crude Drops 3.3M Bbls & Fertilizer Up 55%](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/eu-steel-tariffs-hit-ukraine-us-crude-drops-3-3m-bbls-fertilizer-up-55) — 2026-05-29T10:31:32+00:00
- [Solar Costs Spike 20%, Rice Exports Drop 7%, Aluminum Disrupts Energy, & Oil Waivers Miss Mark](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/solar-costs-spike-20-rice-exports-drop-7-aluminum-disrupts-energy-oil-waivers-miss-mark) — 2026-05-28T10:43:26+00:00
- [Metals Glut Warning, US Wheat Hits 1986 Low, & BP Stock Drops 10%](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/metals-glut-warning-us-wheat-hits-1986-low-bp-stock-drops-10) — 2026-05-27T10:27:11+00:00
- [Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/zinc-exporter-flip-67-farm-cost-spikes-lng-rules-crude-flows) — 2026-05-27T01:24:28+00:00
- [Energy Storage Booms While Europe Gas Dips & Wheat Taxes Cut](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/energy-storage-booms-while-europe-gas-dips-wheat-taxes-cut) — 2026-05-22T12:30:26+00:00
- [Indonesia Seizes Exports, Zinc Surges, India Soymeal Halves, and China Cuts Oil Output by 1M BPD](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/indonesia-seizes-exports-zinc-surges-india-soymeal-halves-and-china-cuts-oil-output-by-1m-bpd) — 2026-05-20T10:53:29+00:00
- [Oil Above $112, Australia Wheat Cuts, Platinum Surge and AI Power Boom](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/oil-above-112-australia-wheat-cuts-platinum-surge-and-ai-power-boom) — 2026-05-19T10:27:23+00:00
- [Platinum Deficits, China Soy Deals and Gulf Aluminum Shifts](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/platinum-deficits-china-soy-deals-and-gulf-aluminum-shifts) — 2026-05-15T13:37:37+00:00
- [Oil Deficits, India Sugar Ban, Wheat Surge, and Gold Market Turbulence](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/oil-deficits-india-sugar-ban-wheat-surge-and-gold-market-turbulence) — 2026-05-14T10:49:21+00:00
- [China Soybeans, Hormuz Tankers, Copper Gains, and Solar Policy Shock](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/china-soybeans-hormuz-tankers-copper-gains-and-solar-policy-shock) — 2026-05-11T10:37:26+00:00
- [$7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/7b-oil-insider-probe-physical-uranium-pivot-and-australia-s-20-gas-lock) — 2026-05-08T13:36:15+00:00
- [US-Iran Peace Talks, Europe’s Solar Glut and Argentina’s Lithium Surge.](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-iran-peace-talks-europe-s-solar-glut-and-argentina-s-lithium-surge) — 2026-05-07T10:26:23+00:00
- [Nickel Rivalry: ShFE Overtakes LME & Iran War Triggers 17% Qatar LNG Export Drop](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/nickel-rivalry-shfe-overtakes-lme-iran-war-triggers-17-qatar-lng-export-drop) — 2026-05-06T10:33:18+00:00
- [UAE Exits OPEC, 31% Wheat Ratings, and the $10.7B Gold Merger Reshaping Markets](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/uae-exits-opec-31-wheat-ratings-and-the-10-7b-gold-merger-reshaping-markets) — 2026-05-05T13:13:22+00:00
- [The Permian Price Crash vs. Global Spikes: US Gas Glut Meets a 108% Asian LNG Surge](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/the-permian-price-crash-vs-global-spikes-us-gas-glut-meets-a-108-asian-lng-surge) — 2026-05-04T11:55:06+00:00
- [UAE Exits OPEC Amid Oil War: India’s Gold Imports Hit 30-Year Low](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/uae-exits-opec-amid-oil-war-india-s-gold-imports-hit-30-year-low) — 2026-05-01T10:18:50+00:00
- [Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/mining-supercycle-looms-while-bunge-lifts-outlook-and-brazil-projects-record-coffee) — 2026-04-30T11:43:11+00:00
- [The UAE Quits OPEC, Gold Hits $5,595, and the $1,100 Aluminum Squeeze](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/the-uae-quits-opec-gold-hits-5-595-and-the-1-100-aluminum-squeeze) — 2026-04-29T10:45:34+00:00
- [Gold Eyes $4,916, Shell’s $16.4B Canada Deal, and the Global Fertilizer Crisis](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/gold-eyes-4-916-shell-s-16-4b-canada-deal-and-the-global-fertilizer-crisis) — 2026-04-28T10:36:02+00:00
- [US-EU Mineral Pact, EU Steel Rebounds, and the 90-Day Jones Act Extension](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/us-eu-mineral-pact-eu-steel-rebounds-and-the-90-day-jones-act-extension) — 2026-04-27T11:35:58+00:00
- [Asia’s 1M Barrel per Day Fuel Loss, US Farmers Bet on Lentils, and the EU-US Mineral Pact](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/asia-s-1m-barrel-per-day-fuel-loss-us-farmers-bet-on-lentils-and-the-eu-us-mineral-pact) — 2026-04-24T11:36:45+00:00
- [UN’s agricultural warnings, European Solar Surge, and Chile’s Copper Acid Crunch](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/un-s-agricultural-warnings-european-solar-surge-and-chile-s-copper-acid-crunch) — 2026-04-23T10:39:04+00:00
- [Aluminum Hits $3,672 as Hormuz Blockade Traps 50 Tankers and Biofuels Surge 30%](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/aluminum-hits-3-672-as-hormuz-blockade-traps-50-tankers-and-biofuels-surge-30) — 2026-04-22T10:35:25+00:00
- [Gulf Aluminum Falls 6% as Hormuz Crisis Spikes LNG 54% and Oil Risk](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/gulf-aluminum-falls-6-as-hormuz-crisis-spikes-lng-54-and-oil-risk) — 2026-04-21T10:30:03+00:00
- [Nickel hits $18,655, Oil Ceasefire at Risk, and the Caspian Grain Shift](https://stenobird.com/podcast/the-commodities-institute-podcast-7413714/nickel-hits-18-655-oil-ceasefire-at-risk-and-the-caspian-grain-shift) — 2026-04-20T11:01:20+00:00

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