# The Commodities Trade Institute Podcast

A podcast by The Commodities Institute. 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.

Feed: https://anchor.fm/s/10747c694/podcast/rss

## Latest episodes

- [Copper Split, $13B US Gas Deal, and Elite Livestock Genetics](https://invisiblenetwork.ai/podcast/1826784341/bb68d7608895) (2026-10-27, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/128171374/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-27%2F435103739-44100-2-cdc2c389a3dc8.m4a
- [Iron Ore Standoff, 6 GW Battery Boom, Baltic Grain & 30% Urea Risk](https://invisiblenetwork.ai/podcast/1826784341/d5ce09b338d7) (2026-10-26, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/128107697/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-26%2F435018449-44100-2-fe55e52f3257a.m4a
- [7 Ships Hit in Black Sea, US Copper Surge, DPA Fuel Push, Nickel Squeeze](https://invisiblenetwork.ai/podcast/1826784341/298cd0c164fe) (2026-10-23, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/127949263/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-23%2F434812768-44100-2-d43b6a61662d2.m4a
- [Brazil Corn Replaces Ukraine, Nickel Imports Spike, Diesel Defies Deals](https://invisiblenetwork.ai/podcast/1826784341/b28516429805) (2026-10-22, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/127886220/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-22%2F434728561-44100-2-74104bad38edd.m4a
- [Sugar Deficit at 6.3M Tons, EU Gas Breaks €90, Codelco Copper at $350](https://invisiblenetwork.ai/podcast/1826784341/a32539452bd5) (2026-10-21, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/127827563/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-21%2F434647504-44100-2-ae13238e86573.m4a
- [EU Gas Hits €90, U.S Farm Aid, Copper AI Boom, and Arctic Oil](https://invisiblenetwork.ai/podcast/1826784341/23a6afc5deec) (2026-10-20, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/127769534/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-20%2F434566592-44100-2-33ee5001e5fbf.m4a
- [Food Index Hits 136, Copper Waste Bet, 105M-Ton Grain Rush & Bunker Spikes](https://invisiblenetwork.ai/podcast/1826784341/c430f773b3ea) (2026-10-19, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/127718019/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-19%2F434495828-44100-2-445298231da5a.m4a
- [Diesel Jumps on Refinery Hits, World Bank Backs $19B Minerals & Canada Wheat Wilts](https://invisiblenetwork.ai/podcast/1826784341/4757de33b378) (2026-10-16, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/127569191/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-16%2F434298303-44100-2-ba07f75a11e17.m4a
- [US Copper Tops 1.6M Tons, $86 Diesel Squeeze, and Food Risks](https://invisiblenetwork.ai/podcast/1826784341/0a81ff1e99e1) (2026-10-15, 9 min): audio https://anchor.fm/s/10747c694/podcast/play/127513812/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-15%2F434222665-44100-2-054b94a0a701f.m4a
- [France Maize at 7.3Mt, OPEC Adds 900k bpd, Aluminium Levels, & Rio Tinto $5B](https://invisiblenetwork.ai/podcast/1826784341/501c995e03ff) (2026-10-14, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/127456268/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-14%2F434143946-44100-2-6c3e40c32e06c.m4a
- [EU Gas Jumps 150%, Steel Demand Shrinks 0.1%, and China Buys LME Storage](https://invisiblenetwork.ai/podcast/1826784341/19790ac9cb84) (2026-10-13, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/127390019/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-13%2F434055952-44100-2-26a1065cabcbb.m4a
- [US Copper Swells, Diesel Drops 5%, Record Palm Oil & Hurricane Isaias](https://invisiblenetwork.ai/podcast/1826784341/4c04e5c25b62) (2026-10-12, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/127336330/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-12%2F433982340-44100-2-9b0473e4e2526.m4a
- [Supercharged Tanker Rates, $605B Farm Debt, Nickel Clashes & Coal Revival](https://invisiblenetwork.ai/podcast/1826784341/4c9aa222c555) (2026-10-09, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/127169679/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-9%2F433767620-44100-2-6a53c26648461.m4a
- [Shell Eyes $42 Refining Margin, Tin Above $50K, Hormuz Shipping at 2-Month Low](https://invisiblenetwork.ai/podcast/1826784341/eb05209a4ec2) (2026-10-08, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/127097863/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-8%2F433676761-44100-2-db2798608fb9.m4a
- [Oil Buffers Strain, Gold Targets $5,014, Black Sea Freight & El Niño](https://invisiblenetwork.ai/podcast/1826784341/c4b18cf21cfe) (2026-10-07, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/127024345/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-7%2F433583457-44100-2-ab5db2ab3664d.m4a
- [6M Barrel Oil Gap, EU Grain Rates, $5,330 Gold, & US Harvest Lags](https://invisiblenetwork.ai/podcast/1826784341/a478fc12e02b) (2026-10-06, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/126926576/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-6%2F433464261-44100-2-e2b2251268189.m4a
- [Food Near 4-Yr High, G7 100M Bbl Oil Plan, $54B Copper & Ukraine Sowing](https://invisiblenetwork.ai/podcast/1826784341/89e027a0f479) (2026-10-05, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/126871788/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-5%2F433390137-44100-2-a91103b780c81.m4a
- [US Diesel Threat, Record $51 Crack, $4.2K Gold Resilience & Red Sea Tenders](https://invisiblenetwork.ai/podcast/1826784341/465f08597f1c) (2026-10-02, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/126683953/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-2%2F433160092-44100-2-0fadd5a856db2.m4a
- [Post-$5K Gold Environment, $90 Oil, 1.5M-Ton Sugar Flow & Black Sea Grain Squeezes](https://invisiblenetwork.ai/podcast/1826784341/82f71e14bc6e) (2026-10-01, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/126623079/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-1%2F433077704-44100-2-2a02b6149287a.m4a
- [$21B Energy Influx, 600M Steel Target, Record EU Maize Drop & Soy Halts](https://invisiblenetwork.ai/podcast/1826784341/a2a1266ada8e) (2026-09-30, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/126552549/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-30%2F432985506-44100-2-0f46baeac66d.m4a
- [$15B US Steel Mill, $6 Diesel Relief, China's Record Metals, and Dry Cocoa](https://invisiblenetwork.ai/podcast/1826784341/127179924efe) (2026-09-29, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/126485311/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-29%2F432899292-44100-2-62404f995bbce.m4a
- [China Cuts Ag Tariffs, Black Sea Freight Snarls, 13M bpd Oil & African Metals](https://invisiblenetwork.ai/podcast/1826784341/387f0def97ee) (2026-09-28, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/126417007/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-28%2F432813230-44100-2-5d34177dc3224.m4a
- [Rare Earth Gaps, Soy Premiums, and Tankers Hit $1.3M](https://invisiblenetwork.ai/podcast/1826784341/cf0cc7f064ad) (2026-09-25, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/126287989/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-25%2F432639938-44100-2-5331d1022c1ee.m4a
- [$1B Mineral Vaults, Diesel Export Ban Clash & Black Sea Grain Shift to Baltics](https://invisiblenetwork.ai/podcast/1826784341/b4a6a97451f8) (2026-09-24, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/126236099/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-24%2F432568838-44100-2-e8c0032cb0c26.m4a
- [Wheat Costs Surge 40%, Oil at $97, DRC Mining Pact & Biofuel Rush](https://invisiblenetwork.ai/podcast/1826784341/ae87cd845aac) (2026-09-23, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/126190259/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-23%2F432504808-44100-2-9009d6030d0f4.m4a
- [War Drains Diesel, Arctic Grain Reroutes, EV Metals & 5.7M T Soyoil](https://invisiblenetwork.ai/podcast/1826784341/a9acd63ec17e) (2026-09-22, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/126132858/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-22%2F432426908-44100-2-327186fdc4703.m4a
- [$500M Metal Fraud, EU Gas, $100 Oil & Rate Earths](https://invisiblenetwork.ai/podcast/1826784341/564402ea8462) (2026-09-18, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/125940353/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-18%2F432172503-44100-2-591f3b0c688f2.m4a
- [Panama Hits $5M, $110 Brent, Indonesia Nickel Cuts, and Cocoa Shortage](https://invisiblenetwork.ai/podcast/1826784341/a1cf0d47001b) (2026-09-17, 9 min): audio https://anchor.fm/s/10747c694/podcast/play/125876244/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-17%2F432087902-44100-2-6036939f56c03.m4a
- [Danube Freight, Congo Copper Pivots, 182M-Ton Soy & Gulf Oil](https://invisiblenetwork.ai/podcast/1826784341/152cc109a86b) (2026-09-16, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/125822746/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-16%2F432012610-44100-2-03833ff2ce974.m4a
- [Seabed Mining Ramps, Hormuz Hits 4 Ships, LNG Reaches $30 and Sugar Soars](https://invisiblenetwork.ai/podcast/1826784341/1c9497cef4ff) (2026-09-15, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/125762478/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-15%2F431927966-44100-2-a7fef6dda8c65.m4a
- [Pipeline Outage Risks 4% Oil, $26 LNG, Russian Grain Shock, Yttrium](https://invisiblenetwork.ai/podcast/1826784341/abd83ab0b84c) (2026-09-14, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/125713005/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-14%2F431859428-44100-2-55e82f0470466.m4a
- [Copper Slides 4%, Oil Tops $100, Robusta Up 32%, and Hormuz Transit Drops](https://invisiblenetwork.ai/podcast/1826784341/8895bd0810f4) (2026-09-11, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/125591013/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-11%2F431693965-44100-2-af5e6788f00b9.m4a
- [$100 Oil, 10M Ton Corn Boom, Jakarta Nickel Bourse, and China Soy Buys](https://invisiblenetwork.ai/podcast/1826784341/2dbd186276d1) (2026-09-10, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/125522922/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-10%2F431604424-44100-2-b9fe39a3a3cf4.m4a
- [Copper Eyes $15K, EU Gas Hits €75, and Freight Snarls Wheat Trade](https://invisiblenetwork.ai/podcast/1826784341/86171e295ae2) (2026-09-09, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/125456424/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-9%2F431518095-44100-2-73eee917e9eb8.m4a
- [Diesel Surges, Record US Copper Imports, 300% Grain Tariffs & Hormuz Strains](https://invisiblenetwork.ai/podcast/1826784341/fb2bd7720127) (2026-09-08, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/125392434/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-8%2F431436287-44100-2-770ba04b80185.m4a
- [US Copper Inflow, $375 Rice, Big Oil Lockout & Out-of-Grid Power](https://invisiblenetwork.ai/podcast/1826784341/06fed1018d20) (2026-09-04, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/125203366/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-4%2F431182745-44100-2-b3dbe313bf7d6.m4a
- [$4,000 Zinc, EU Feed Spikes, Chevron’s $7B Play, and Black Sea Strain](https://invisiblenetwork.ai/podcast/1826784341/76096ec647ea) (2026-09-03, 8 min): audio https://anchor.fm/s/10747c694/podcast/play/125146469/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-3%2F431103922-44100-2-fe2f2962f9573.m4a
- [USDA AI Investment, LNG Exports, India Eyes Zambia Copper, & Sugar Deficit](https://invisiblenetwork.ai/podcast/1826784341/d0eed727d6fa) (2026-09-02, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/125084593/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-2%2F431025478-44100-2-dd769dac39099.m4a
- [Venezuela Oil deal, 9.4% Copper Drop, 1.76B Biofuels & Baltic Freight](https://invisiblenetwork.ai/podcast/1826784341/b896f93e1be9) (2026-09-01, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/125032815/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-1%2F430953004-44100-2-33aa4bb7988c8.m4a
- [Beef Policy, Codelco Profit Jump, $24 LNG & 28% Ukraine Grain Rebound](https://invisiblenetwork.ai/podcast/1826784341/d79b39320208) (2026-08-31, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/124975039/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-31%2F430873850-44100-2-abdd0bf5bee9f.m4a
- [EU Gas Tests €68, US-Venezuela Crude Deal Nears & Black Sea Freight Stalls](https://invisiblenetwork.ai/podcast/1826784341/26bf628785fa) (2026-08-28, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/124854404/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-28%2F430706922-44100-2-cb8a7aac9f2b8.m4a
- [Sugar Output Plunges, 70 Grain Ships Jammed, $90 Brent Strains Power](https://invisiblenetwork.ai/podcast/1826784341/9047cb81d64d) (2026-08-27, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/124807775/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-27%2F430642257-44100-2-2329d931cae19.m4a
- [Zinc at $3.8K, US Copper Drain, $1.5B Haynesville Gas & Brazil Soy](https://invisiblenetwork.ai/podcast/1826784341/bcc96900f372) (2026-08-26, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/124755656/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-26%2F430569668-44100-2-842ebc39e90f8.m4a
- [45 Tankers Blacklisted, EU Maize Cut to 6.61t, Refiner Strain & Ghana Gold](https://invisiblenetwork.ai/podcast/1826784341/32473880ddf6) (2026-08-25, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/124704807/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-25%2F430498286-44100-2-8fe82e16358b2.m4a
- [Gold Targets $4,900 as PJM Grid Costs Hit $6B and US Corn Yields Drop](https://invisiblenetwork.ai/podcast/1826784341/10e3d57b3428) (2026-08-24, 5 min): audio https://anchor.fm/s/10747c694/podcast/play/124653879/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-24%2F430428351-44100-2-5afc49b49969.m4a
- [US Eases Fuel Mandates Early, Wheat Rallies 17%, and DOE Deploys $500M in Grants](https://invisiblenetwork.ai/podcast/1826784341/828d1f6fbf8b) (2026-08-21, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/124533693/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-21%2F430266972-44100-2-79d0e0fa844cf.m4a
- [SMR Nuclear Boom, Wheat Climbs 30%, and $102 Diesel Spreads](https://invisiblenetwork.ai/podcast/1826784341/f63669a75992) (2026-08-20, 7 min): audio https://anchor.fm/s/10747c694/podcast/play/124481311/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-20%2F430194577-44100-2-0fcc858001488.m4a
- [Steel Falls 4%, Aluminum retreats, Canada Oil & India Sugar Crises](https://invisiblenetwork.ai/podcast/1826784341/c958c8da6ad5) (2026-08-19, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/124432738/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-19%2F430128376-44100-2-cbca9e38b2ab2.m4a
- [Black Sea Freight Rises, Oil Bypasses Hormuz & Copper Lifts BHP](https://invisiblenetwork.ai/podcast/1826784341/eabc0ad7f274) (2026-08-18, 6 min): audio https://anchor.fm/s/10747c694/podcast/play/124384534/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-18%2F430062237-44100-2-1001d0712b2b5.m4a
- [Rhine Logistics Stall, EU Corn Plunges to 52M Tons, Codelco Overhauls Copper](https://invisiblenetwork.ai/podcast/1826784341/707121171aa1) (2026-08-17, 5 min): audio https://anchor.fm/s/10747c694/podcast/play/124335734/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-17%2F429995945-44100-2-eb6bae465445a.m4a

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