The Commodities Trade Institute Podcast

Diesel Jumps on Refinery Hits, World Bank Backs $19B Minerals & Canada Wheat Wilts

Ukraine officially abandons its energy truce after striking Rosneft's Ryazan refinery, prompting the International Energy Agency to accelerate the release of over 20 mill

US Copper Tops 1.6M Tons, $86 Diesel Squeeze, and Food Risks

United States copper inventories swell past 1.6 million metric tons amid looming tariff deadlines, while European buyers face record $347 premiums. Global diesel refining

France Maize at 7.3Mt, OPEC Adds 900k bpd, Aluminium Levels, & Rio Tinto $5B

Severe drought cuts French grain maize harvest projections to a multi-decade low of 7.3 million metric tons as China's expanding domestic crop curbs import demand, while

EU Gas Jumps 150%, Steel Demand Shrinks 0.1%, and China Buys LME Storage

European natural gas benchmarks have surged 150% as military conflict traps 20% of global LNG in the Persian Gulf, forcing European storage to seasonal lows while acceler

US Copper Swells, Diesel Drops 5%, Record Palm Oil & Hurricane Isaias

Commercial copper inventories in the United States breach 1.1 million metric tons on tariff arbitrage, while Hurricane Isaias knocks out 72% of Gulf of Mexico crude produ

Supercharged Tanker Rates, $605B Farm Debt, Nickel Clashes & Coal Revival

Russian grain export capacity surges 170% through Baltic terminals amid Black Sea strikes, while US farm debt hits a record $605 billion with mounting vendor debt hidden

Shell Eyes $42 Refining Margin, Tin Above $50K, Hormuz Shipping at 2-Month Low

Physical trade across global commodity sectors faces acute dislocation as tanker transits through the Strait of Hormuz drop to seven vessels, driving Shell's indicative r

Oil Buffers Strain, Gold Targets $5,014, Black Sea Freight & El Niño

Precious metals delegates forecast gold climbing toward $5,014 an ounce while mining consolidation stalls over valuation disputes, as global commercial oil stockpiles dro

6M Barrel Oil Gap, EU Grain Rates, $5,330 Gold, & US Harvest Lags

Global commodity balances tighten as crude holds above $100 per barrel amid a six-million-barrel daily refined fuel shortfall, while central bank accumulation anchors gol

Food Near 4-Yr High, G7 100M Bbl Oil Plan, $54B Copper & Ukraine Sowing

Group of Seven nations have agreed to release 100 million barrels of emergency crude and diesel to counter wartime fuel inflation, even as Middle East oil and liquefied n

US Diesel Threat, Record $51 Crack, $4.2K Gold Resilience & Red Sea Tenders

Washington delivers a 120-million-barrel emergency diesel ultimatum to Europe as Asian gasoline cracks surge to an all-time record of $50.53 a barrel and spot LNG above $

Post-$5K Gold Environment, $90 Oil, 1.5M-Ton Sugar Flow & Black Sea Grain Squeezes

Crude oil price targets rise toward ninety dollars a barrel as Persian Gulf disruptions constrain maritime flows, while gold consolidates after topping five thousand doll

$21B Energy Influx, 600M Steel Target, Record EU Maize Drop & Soy Halts

Global crude flows from the Gulf rebound toward twenty-four million barrels per day as private credit deploys twenty-one billion dollars into liquefied natural gas infras

$15B US Steel Mill, $6 Diesel Relief, China's Record Metals, and Dry Cocoa

Diesel prices breach six dollars a gallon as Washington weighs tax relief on red-dyed fuel, while a closed Strait of Hormuz cuts Qatari liquefied natural gas exports by n

China Cuts Ag Tariffs, Black Sea Freight Snarls, 13M bpd Oil & African Metals

Middle East crude shipments climb back to 12.8 million barrels per day as Saudi Arabia redirects flows through Hormuz, while the European Union warns of an energy crisis

Rare Earth Gaps, Soy Premiums, and Tankers Hit $1.3M

Daily supertanker charter rates have reached a record 1.27 million dollars as diverted Saudi crude overwhelms Gulf transfer hubs, while commercial transits through the St

$1B Mineral Vaults, Diesel Export Ban Clash & Black Sea Grain Shift to Baltics

A one-billion-dollar joint financing commitment from the US Export-Import Bank to Glencore and Mercuria establishes a national strategic critical minerals reserve, direct

Wheat Costs Surge 40%, Oil at $97, DRC Mining Pact & Biofuel Rush

Global wheat freight faces acute bottlenecks as Black Sea disruptions lift Chicago futures forty percent, while crude oil drops toward ninety-seven dollars per barrel fol

War Drains Diesel, Arctic Grain Reroutes, EV Metals & 5.7M T Soyoil

Global diesel supplies plunge toward historic lows as United States retail prices breach six dollars a gallon, while prolonged war across the Middle East bottlenecks liqu

$500M Metal Fraud, EU Gas, $100 Oil & Rate Earths

Global crude benchmarks surge past one hundred dollars per barrel as the Strait of Hormuz remains constrained, while European natural gas inventories sit at a precarious