
Insights from recent episode analysis
Audience Interest
Podcast Focus
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 18 chart positions in 18 markets.
By chart position
- 🇺🇸US · Business News#1325K to 30K
- 🇦🇺AU · Business News#1975K to 30K
- 🇰🇷KR · Business News#5610K to 30K
- 🇲🇽MX · Business News#1441K to 10K
- 🇫🇷FR · Business News#1861K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
22K to 88K🎙 Daily cadence·138 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
73K to 294K🇦🇷34%🇺🇸10%🇦🇺10%+15 more - Active Followers
Loyal subscribers who consistently listen
29K to 118K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Oil Transfers, AI Power Boom, India Crops and Critical Minerals in Focus
Jun 17, 2026
Unknown duration
Brent Sinks to $83 on Hormuz Peace Deal as Brazilian Farm Debt Escalates to 171B Reais
Jun 16, 2026
Unknown duration
Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets
Jun 12, 2026
Unknown duration
US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock
Jun 11, 2026
Unknown duration
11 Million Barrels Per Day Lost, Farm Fuel Soars, China Rewires Energy and Trade
Jun 10, 2026
Unknown duration
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 6/17/26 | ![]() Oil Transfers, AI Power Boom, India Crops and Critical Minerals in Focus | Global commodity markets remain focused on supply security and infrastructure. This episode examines the reported movement of roughly 90 million barrels of oil through offshore transfer networks near the Strait of Hormuz, tightening gasoline balances in the U.S. and Europe, growing concerns over critical mineral dependence on China, and the rapid buildout of dedicated power infrastructure for AI data centers. We also explore rising soybean acreage in India, record grain inventories, expanding EU grain exports, and the freight implications of shifting global trade flows.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 | — | ||||||
| 6/16/26 | ![]() Brent Sinks to $83 on Hormuz Peace Deal as Brazilian Farm Debt Escalates to 171B Reais | A tentative U.S.-Iran framework agreement to reopen the Strait of Hormuz sends Brent crude sliding to $83 a barrel, but global shippers remain deeply cautious as extensive de-mining operations begin. Meanwhile, compounding climate shocks and high interest rates drive a 30% surge in Brazilian farmland seizures, India enforces strict import restrictions on precious metals, and an extended Australian LNG strike threatens Japanese power utility inventories.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 | — | ||||||
| 6/12/26 | ![]() Wheat Drought, Rare Earth Investments, AI Power Demand and Tight Fuel Markets | U.S. gasoline inventories have fallen to decade lows as summer demand rises, while China’s crude imports dropped 29% amid accelerating transportation electrification. In agriculture, severe drought has pushed U.S. hard red winter wheat production toward its lowest level in decades, while ethanol is emerging as a potential marine fuel with major implications for corn demand. We also examine India’s push into rare earth processing, Europe’s solar security debate, rising gas turbine demand driven by AI infrastructure, and the freight challenges reshaping global trade flows.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 | — | ||||||
| 6/11/26 | ![]() US Oil Dominance at 10.5M BPD, 250% AI Wafer Hikes, and the 60% Thai Fuel Price Shock | The US-Iran war has propelled US oil exports to a record 10.5 million bpd, fracturing OPEC's market share to an all-time low of 22%. Meanwhile, Beijing's stringent export controls on indium phosphide have driven AI data center chip wafer prices up 250% to $5,000, while a parallel 60% surge in retail diesel prices plunges Thai rice farmers into a severe debt trap.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 | — | ||||||
| 6/10/26 | ![]() 11 Million Barrels Per Day Lost, Farm Fuel Soars, China Rewires Energy and Trade | We take a look at the Energy Information Administration’s warning of record-low oil stockpiles, the growing strain on U.S. agriculture, India’s push to secure coal and nickel supplies, China’s evolving role in global grain markets, accelerating clean-energy investment in China, Germany’s power-led industrial recovery, and the latest developments in global grain trade and freight flows.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 | — | ||||||
| 6/9/26 | ![]() Steel Exports Hit 5-Month High, US Wheat Moves, & El Nino Threatens Rice Supply | In today's episode, we analyze China's dramatic 29% drop in crude oil imports to an eight-year low and how it is ironically easing global price pressures amid the ongoing Hormuz blockade. In the agricultural sector, we explore why Brazil's historic farming edge over the US is collapsing under the weight of soaring imported fertilizer costs. Plus, we unpack the recovery of Asian LNG demand, Russia's mandated cuts to June crude exports, and the European Union's aggressive new proposal to tax electricity cheaper than gas.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 | — | ||||||
| 5/29/26 | ![]() EU Steel Tariffs Hit Ukraine, US Crude Drops 3.3M Bbls & Fertilizer Up 55% | In today’s episode, we break down the unintended consequences of geopolitical conflict across global commodity supply chains. We analyze the EU’s controversial 50% tariff on excess steel threatening Ukraine’s war-torn industry, and unpack the FTC's probe into a 55% surge in fertilizer prices choking US farmers. Plus, discover how changing weather and shipping costs are forcing Brazil to pivot its wheat freight away from Argentina, why Russia is financing a massive $16.5 billion nuclear plant in Kazakhstan, and how smaller oil producers like Brunei and Gabon are cashing in on the closure of the Strait of Hormuz.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 | — | ||||||
| 5/28/26 | ![]() Solar Costs Spike 20%, Rice Exports Drop 7%, Aluminum Disrupts Energy, & Oil Waivers Miss Mark | In today’s briefing, we analyze the profound ripple effects of the ongoing Middle East conflict across the global commodities spectrum. We unpack how soaring aluminum prices are threatening the U.S. solar buildout, why the domestic Jones Act waiver is failing to curb high gasoline prices, and the shifting dynamics in global dry freight as Indian rice exports slump. Plus, a look at record-breaking sugar yields in Brazil and the looming U.S. tariffs reshaping the copper trade.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 | — | ||||||
| 5/27/26 | ![]() Metals Glut Warning, US Wheat Hits 1986 Low, & BP Stock Drops 10% | In today’s episode of The Commodities Institute Podcast, we break down the sudden ousting of BP’s Chairman and its immediate impact on oil markets. We then pivot to the dry freight sector, where surging domestic prices have forced India to cancel massive soymeal export contracts and pivot to African imports. We also analyze the historic lows in US winter wheat crop ratings, examine the rapid acceleration of US-Thailand LNG negotiations following infrastructure damage in Qatar, and discuss why the multi-billion dollar rush into critical minerals might trigger a catastrophic global oversupply.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 | — | ||||||
| 5/27/26 | ![]() Zinc Exporter Flip, 67% Farm Cost Spikes, LNG Rules & Crude Flows | Geopolitical shockwaves are rapidly reshaping global supply chains. Today, we analyze India's pivot to Latin American and African oil amidst Hormuz shipping disruptions, and QatarEnergy's extension of a force majeure that cancels 17 LNG cargoes bound for Europe. We also break down China's structural shift toward becoming a net exporter of refined zinc by 2026, track the 100% doubling of Russian seaborne grain exports, and assess the improving weather outlook for Ivory Coast's critical cocoa mid-crop.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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| 5/22/26 | ![]() Energy Storage Booms While Europe Gas Dips & Wheat Taxes Cut | On today’s episode of The Commodities Institute Podcast, we break down the massive market distortions caused by the Iran war. We analyze the IEA’s warning of a looming July “red zone” as 14 million barrels of daily oil vanish, Equinor’s alert on critical European gas shortages, and how a record-breaking quarter for U.S. energy storage is colliding with federal policy freezes. Plus, we cover shifting Indonesian nickel policies, surging Southeast Asian rice rates ahead of El Niño, and Gina Rinehart’s $250 million backing to break Chinese dominance in rare earths.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 | — | ||||||
| 5/20/26 | ![]() Indonesia Seizes Exports, Zinc Surges, India Soymeal Halves, and China Cuts Oil Output by 1M BPD | A sweeping look at the geopolitical shocks rocking global commodities on May 20, 2026. From China's state refiners slashing oil throughput by over one million barrels per day due to the war in Iran, to Indonesia's historic centralization of palm oil and coal exports under a single state enterprise. Plus, a double supply hit pushes Western zinc prices to a four-year high of $3,633.50, while four U.S. LNG vessels head to China following the Trump-Xi summit.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 | — | ||||||
| 5/19/26 | ![]() Oil Above $112, Australia Wheat Cuts, Platinum Surge and AI Power Boom | Brent crude closes above $112 as oil inventories tighten and the U.S. extends sanctions waivers on stranded Russian crude. Australian farmers slash wheat planting amid soaring fertilizer costs and dry weather risks, raising fears of a global grain deficit. Platinum group metals rally on persistent supply shortages, while tungsten price spikes raise drilling costs for U.S. energy producers. Meanwhile, NextEra’s $66.8 billion acquisition of Dominion highlights the accelerating race to power AI-driven data center growth across the United States.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 | — | ||||||
| 5/15/26 | ![]() Platinum Deficits, China Soy Deals and Gulf Aluminum Shifts | Commodity markets are entering a new phase of disruption as the Strait of Hormuz crisis spreads beyond crude oil into metals, fertilizers, agriculture, and shipping. In today’s episode, Emily Costa examines how nearly one billion barrels of lost crude supply is reshaping global trade, why platinum shortages are persisting despite weaker auto demand, how China and the United States are negotiating new agricultural purchases, and why Gulf aluminum producers are reorganizing operations around new shipping realities. The episode also explores the growing political importance of ethanol policy, tightening fertilizer supplies, and the rising economic risks tied to prolonged maritime disruptionhttps://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 | — | ||||||
| 5/14/26 | ![]() Oil Deficits, India Sugar Ban, Wheat Surge, and Gold Market Turbulence | We break down a landmark day in global trade as the IEA warns of a historic oil supply shock caused by the Iran war. We explore India’s dual shock—banning sugar exports and hiking gold duties—and analyze the $18.5 billion Equinox-Orla merger that signals a massive shift toward "safe haven" mining in Canada. Plus, why El Niño and high input costs are threatening global food security.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 | — | ||||||
| 5/11/26 | ![]() China Soybeans, Hormuz Tankers, Copper Gains, and Solar Policy Shock | China’s commodity flows are shifting on multiple fronts at once. April soybean imports jumped sharply, crude flows through the Strait of Hormuz are being rerouted under conflict risk, refined copper imports are rising on grid and EV demand, and U.S. solar projects tied to Chinese firms are facing fresh policy uncertainty. At the same time, beef trade, steel exports, and freight demand are all being reshaped by quotas, tariffs, and supply-chain scrutiny.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 | — | ||||||
| 5/8/26 | ![]() $7B Oil Insider Probe, Physical Uranium Pivot, and Australia’s 20% Gas Lock | Today, we investigate the staggering $7 billion in short positions placed moments before Iran war ceasefires and the UAE’s risky "dark tanker" maneuvers in the Strait of Hormuz. We also analyze the CME’s pivot to physical uranium futures, Australia’s historic domestic gas reservation policy, and the hurdles facing U.S. beef exports ahead of the Trump-Xi summit.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 | — | ||||||
| 5/7/26 | ![]() US-Iran Peace Talks, Europe’s Solar Glut and Argentina’s Lithium Surge. | 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.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 | — | ||||||
| 5/6/26 | ![]() Nickel Rivalry: ShFE Overtakes LME & Iran War Triggers 17% Qatar LNG Export Drop | We analyzes a transformative week in commodities, where the Iran war has forced a 17% cut in Qatari LNG capacity and a radical EU pivot toward domestic drilling. We explore the shifting power dynamics in metals as Shanghai nickel volumes overtake the LME, and examine the "acid buffer" keeping copper smelters afloat despite negative fees. Plus, a deep dive into the $126 oil rally driving palm oil to new heights and the devastating drought cutting Oklahoma's wheat harvest in half.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 | — | ||||||
| 5/5/26 | ![]() UAE Exits OPEC, 31% Wheat Ratings, and the $10.7B Gold Merger Reshaping Markets | We analyze a historic week in commodities as the UAE exits OPEC, reducing the cartel’s market share to 26%. We dive into the $10.7 billion Regis-Vault gold merger, Argentina’s 49% projected jump in mining exports, and the $100 billion struggle to repair Venezuela’s failing power grid. Plus, a look at why U.S. winter wheat ratings have hit a multi-year low while Brazil prepares for a record-breaking 181.6 million ton soybean harvest.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 | — | ||||||
| 5/4/26 | ![]() The Permian Price Crash vs. Global Spikes: US Gas Glut Meets a 108% Asian LNG Surge | As the Strait of Hormuz blockade chokes 20% of global energy flows, a stark bifurcation has emerged in the markets. While Asian oil imports hit 10-year lows and regional natural gas prices surge over 100%, US domestic gas producers face negative pricing due to infrastructure bottlenecks. This episode analyzes Trump’s new naval escort mission, the collapse of the Thyssenkrupp-Jindal steel merger, and India’s surprise return to the global wheat market following a record harvest.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 | — | ||||||
| 5/1/26 | ![]() UAE Exits OPEC Amid Oil War: India’s Gold Imports Hit 30-Year Low | This episode covers the U.S. naval blockade stranding 69 million barrels of Iranian crude, the UAE's shock departure from OPEC, and a tax dispute that has sent Indian gold imports to a 30-year low. We also dive into the looming rice shortage in Asia fueled by the Iran war and El Niño, and why U.S. biofuel targets are testing the limits of domestic industry.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 | — | ||||||
| 4/30/26 | ![]() Mining Supercycle Looms While Bunge Lifts Outlook and Brazil Projects Record Coffee | We explore a massive rotation in global markets as mining ETFs double to $87.4 billion and Brent crude climbs past $115. From Bunge’s surging profit forecasts and Brazil’s record 71.4 million-bag coffee crop to the geopolitical scramble for tungsten and Shell’s $15 billion LNG Canada stake sale, we analyze how the Iran war is reshaping trade flows and investor sentiment.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 | — | ||||||
| 4/29/26 | ![]() The UAE Quits OPEC, Gold Hits $5,595, and the $1,100 Aluminum Squeeze | Emily Costa breaks down a tectonic shift in energy markets as the UAE exits OPEC, signaling a deep rift in Gulf leadership. We also analyze the record-shattering $5,595 gold peak, the doubling of European aluminum premiums, and the brewing GMO trade dispute between South America and the EU. Plus, a look at why the Ivory Coast cocoa harvest faces a "significant supply story" due to a regional fertilizer crisis.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 | — | ||||||
| 4/28/26 | ![]() Gold Eyes $4,916, Shell’s $16.4B Canada Deal, and the Global Fertilizer Crisis | Join Emily Costa as she breaks down Shell’s massive ARC Resources acquisition, the record-breaking price forecasts for gold, and the escalating fertilizer shortage threatening global food security. We also examine the first LNG tanker crossing of the Strait of Hormuz since the Iran war began and the slow reactivation of the Venezuelan oil sector.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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Chart Positions
18 placements across 18 markets.
Chart Positions
18 placements across 18 markets.
