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We explore the widening gap between falling oil futures and a physical supply shock that has drained 500 million barrels from global reserves. This episode also analyzes the G7’s strategic pivot toward critical minerals, Argentina’s massive $32.7 billion export projections for copper and lithium, and the growing pains of Europe’s solar energy transition.

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Listen to the Podcast:

Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ

Apple Podcast - https://podcasts.apple.com/us/podcast/the-commodities-institute-podcast/id1826784341

Commodities Market Oil Metals News Trading Agriculture Policy Politics Energy