Podcast
The Commodities Trade Institute Podcast
Hosted by The Commodities Institute · EN
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.
88episodes
Episodes
Newest firstAll episodes
Freight Spikes, $14.4k Copper, US Gas Records & Super El Nino Impacts
2d ago00:05:56Tap to summarizeBlack Sea military targeting drops Ukrainian grain shipments by 94% as freight costs rise $10 per ton, while Democratic Republic of Congo concentrate export bans push London copper cash prices to record highs of $14,453 per ton. Meanwhile, U.S. natural gas production reaches a record 111.2 billion cubic feet per day despite Middle East shipping blockades driving Cuban black-market fuel to $38 per gallon, and Europe’s heatwave slashes Austrian grain yields by 19% amid an intensifying super El Niño.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Transcribe →Grain Halts & Gold Surge: Ukraine Cuts Exports 12% as Barrick Hits $4,417 Gold
2d ago00:05:50Tap to summarizeBlack Sea port strikes force Ukraine to slash its annual grain export projection to thirty-eight million metric tons while exploring a four point five million ton Moldova rail bypass. In energy, United States demands for Iranian war reparations stall Strait of Hormuz peace talks, even as OPEC crude output rebounds by nearly one point two million barrels per day and ADNOC Gas suffers a fifty-two percent quarterly profit drop. Meanwhile, London Metal Exchange copper inventories plunge fifty percent amid United States tariff front-running, and Barrick Mining secures a one point nine five billion dollar deal with Newmont to clear its North American initial public offering against thirty-four percent higher realized gold prices.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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Food Prices Hit 3-Yr High, BHP Port Strike, $3B Metals & Hormuz Gas Scramble
4d ago00:05:49Tap to summarizeGlobal food prices reached a three-year high of 131.1 points in July as severe heatwaves slashed French maize forecasts by 35% to 9.0 million tons, while industrial action at BHP's Port Hedland threatened $80 million in daily iron ore exports. Simultaneously, the U.S. unveiled $3 billion in defense-focused critical mineral investments, China's iron ore imports dipped 4% to 108.1 million tons, and Middle Eastern buyers sought Canadian LNG off-take agreements amid ongoing shipping blockades in the Strait of Hormuz and drone attacks on Saudi Arabia's 400,000 bpd Jazan refinery.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Transcribe →Congo Copper Ban, 600k bpd US Oil Surge, EU Maize Drops 14%, China Soy Buys
1w ago00:05:23Tap to summarizeThe Democratic Republic of Congo bans copper and cobalt concentrate exports, driving benchmark copper prices toward historic highs of $14,369 per metric ton. Simultaneously, United States imports of Middle Eastern crude oil surged to 600,000 barrels per day despite Strait of Hormuz transits dropping to 33 vessels, while Washington introduced a 15% tariff on solar polysilicon. In agricultural and freight markets, a severe European heatwave reduced European Union maize production forecasts by 14% to 49.1 million metric tons, even as Chinese state buyers secured at least 10 additional cargoes of United States soybeans. https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Transcribe →Iron Ore Shortfall, $300k Black Sea Freight, Sugar Spike & Fuel Reserves
1w ago00:06:05Tap to summarizeGlencore’s 86% earnings spike to $10.1 billion highlights commodity trading profits amid Middle East volatility, even as Rio Tinto warns of an 800-million-ton iron ore supply gap over the next decade. Escalating Black Sea ship attacks have pushed daily crude tanker costs above $300,000, contrasting with South America as Brazil exports over 400,000 tons of sorghum to China. Meanwhile, the FAO warns of impending global food inflation driven by input shocks, with Indian sugar prices hitting record highs on 30-year low inventories. To counter persistent supply disruptions, India is proposing a $42 billion multi-fuel reserve funded by gas consumer levies, as Gulf crude exports remain 40% below pre-war levels.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Transcribe →Codelco Pauses Copper Mine; BP Profit Hits $5.7B; BDI Jumps 3.3% to 2,936
1w ago00:07:41Tap to summarizeCodelco halts expansion at the El Teniente copper mine and clean copper treatment charges drop to minus $170 per metric ton, while BP reports Q2 profits of $5.73 billion driven by Middle East volatility and Russian refined fuel exports slump 33%. Meanwhile, Britain targets its worst cereal harvest in forty years, Argentina slashes port pilot fees by 20% to clear river grain bottlenecks, and the Baltic Dry Index surges 3.3% to 2,936 points.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Transcribe →Zinc Hits $3,700, US Crude Drops to 3.7M bpd, China Buys 1M Tons Soy.
1w ago00:05:37Tap to summarizeLondon Metal Exchange zinc spiked to near four-year highs of $3,703.50 per ton as visible inventories fell to two days of global demand amid concentrated holding positions by Trafigura, while Rio Tinto let its standstill with Glencore expire to focus on asset sales. In energy, United States crude oil exports fell to an eight-month low of 3.66 million barrels per day and LNG shipments stalled at 10.48 million metric tons, drawing presidential scrutiny over $4.10 retail gasoline prices while Shell divested onshore European renewables to TotalEnergies. Agricultural markets saw Chinese state traders secure 1 million tons of United States soybeans ahead of diplomatic talks despite Midwest drought pulling corn condition ratings down to 61%, while Indonesian aluminium exports surged 127% year-over-year to 105,619 metric tons.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Transcribe →War Spikes Oil Margins, China Buys U.S Soy, Indonesia Frees Metals
2w ago00:06:08Tap to summarizeGlobal energy markets grapple with war-induced refining bottlenecks pushing plant utilization past ninety-seven percent alongside an OPEC+ output bump of one hundred eighty-eight thousand barrels per day and escalating shipping hazards near the Strait of Hormuz. In agricultural trade, Chinese state buyers secured eight hundred forty thousand metric tons of American soybeans as drone strikes in the Black Sea threaten to remove thirty-five million tons of wheat from global supply. Meanwhile, Indonesia unblocked over one hundred stranded mineral vessels containing rare earth byproducts, and Southeast Asian freight volumes reflected a twenty-one percent surge in Vietnamese coffee shipments.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Transcribe →Cocoa Falls 16%, Suez Oil Risks 5M bpd, Metals Scrap Banned & Rice Hits Highs
2w ago00:05:30Tap to summarizeWest African cocoa supplies face a severe 16% contraction while global energy routes brace for disruption following drone strikes near the Suez Canal that threaten 5 million barrels per day of rerouted crude. Simultaneously, Washington moves to halt 33,000 monthly metric tons of critical mineral e-waste exports to fortify domestic supply chains, while Indian rice export prices reach 10-month highs amid regional crop damage and shifting bulk freight dynamics.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
Transcribe →US Oil Draws 7M Barrels, CME Copper Hits 58%, Cocoa Drops & Grain Tenders Rise
2w ago00:06:04Tap to summarizeU.S. commercial crude stocks fell by 7.2 million barrels to their lowest level since 2018 amid Middle East conflict escalation, while CME warehouses now hold 58% of global visible copper stocks due to persistent U.S. tariff threats. Mining majors Rio Tinto and BHP saw copper earnings outpace iron ore for the first time, while global cocoa surplus projections shrank to 25,000 metric tons due to El Niño impacts in West Africa. Meanwhile, Tunisia and South Korea issued major grain freight tenders, and QatarEnergy purchased 33 U.S. LNG cargoes to route around Strait of Hormuz disruptions.https://www.commoditiesinstitute.comFOLLOW US @commoditiesinstituteInstagram - https://www.instagram.com/commoditiesinstituteFacebook - https://www.facebook.com/61584221970761TikTok - https://www.tiktok.com/@commoditiesinstituteYouTube - https://www.youtube.com/@commoditiesinstituteListen to the Podcast:Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJApple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy
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