The Commodities Trade Institute Podcast

US Copper Inflow, $375 Rice, Big Oil Lockout & Out-of-Grid Power

United States copper imports surge seventy-eight percent ahead of impending tariffs as domestic COMEX stockpiles swell, while Indian rice export prices climb to one-year

$4,000 Zinc, EU Feed Spikes, Chevron’s $7B Play, and Black Sea Strain

London zinc approaches four thousand dollars per metric ton as processing fees collapse to historic negative lows, while Persian Gulf tensions drive spot liquefied natura

USDA AI Investment, LNG Exports, India Eyes Zambia Copper, & Sugar Deficit

A U.S. naval blockade in the Strait of Hormuz has stalled Iranian crude exports for seven weeks, prompting a 155.1% surge in transit cargo through Jordan's Aqaba port. In

Venezuela Oil deal, 9.4% Copper Drop, 1.76B Biofuels & Baltic Freight

A landmark sixty-five-billion-barrel Venezuelan crude agreement reshapes Washington's energy strategy as domestic Strategic Petroleum Reserve inventories reach forty-four

Beef Policy, Codelco Profit Jump, $24 LNG & 28% Ukraine Grain Rebound

Codelco reports a fourfold jump in pre-tax earnings to $1.97 billion despite an 11% drop in copper production. In global trade, Ukraine boosts weekly grain exports by 28%

EU Gas Tests €68, US-Venezuela Crude Deal Nears & Black Sea Freight Stalls

European natural gas prices are testing multi-year highs as ongoing maritime disruptions in the Strait of Hormuz structurally threaten winter storage injections. Simultan

Sugar Output Plunges, 70 Grain Ships Jammed, $90 Brent Strains Power

European sugar output plunges toward a 38-year low amid severe drought while West African cocoa faces late-year port gridlock ahead of EU deforestation deadlines. In ener

Zinc at $3.8K, US Copper Drain, $1.5B Haynesville Gas & Brazil Soy

Copper approaches all-time highs of $14,528/t as U.S. tariff stockpiling drains global inventories into COMEX's 675,000-ton reserve; Iran blacklists 45 vessels, disruptin

45 Tankers Blacklisted, EU Maize Cut to 6.61t, Refiner Strain & Ghana Gold

Iran escalates Persian Gulf tensions by blacklisting 45 commercial tankers in the Strait of Hormuz as U.S. refineries face historic operational strain. Severe weather and

Gold Targets $4,900 as PJM Grid Costs Hit $6B and US Corn Yields Drop

Bullish options demand drives gold forecasts toward $4,900 per ounce while PJM power grid congestion costs surge 43% to $6 billion amid transmission overloads. Pro Farmer

US Eases Fuel Mandates Early, Wheat Rallies 17%, and DOE Deploys $500M in Grants

The EPA terminates summer-blend gasoline rules two weeks early on September 1 to curb elevated pump prices amid persistent refining bottlenecks from the Iran war, while P

SMR Nuclear Boom, Wheat Climbs 30%, and $102 Diesel Spreads

Escalating military strikes knock offline more than 97% of Black Sea grain export capacity, sending global wheat prices up 30% year-on-year as Midwest crop tours reveal b

Steel Falls 4%, Aluminum retreats, Canada Oil & India Sugar Crises

Chinese semi-finished aluminum exports reach 3.2 million tons to buffer Western deficits, while China's July steel output falls nearly 4% amid persistent property weaknes

Black Sea Freight Rises, Oil Bypasses Hormuz & Copper Lifts BHP

BHP delivers a $13.2 billion profit as record $14,000 copper eclipses iron ore earnings, while drone strikes shutter over 90% of Azov-Black Sea grain loading capacity and

Rhine Logistics Stall, EU Corn Plunges to 52M Tons, Codelco Overhauls Copper

Low Rhine water levels force European freight onto land routes as EU corn forecasts fall to 51.9 million metric tons, offset by record 5.14 million ton Argentine exports.

Danube Nuclear Shutdown, 36-Yr Aluminum Lows, Grains & US Blockade

London aluminium inventories drop to a 36-year low following two million tons of offline Gulf smelting capacity, while Ukrainian grain exports plunge 76 percent amid comp

Oil Supply Slashed, China Copper Shrinks & Colombia Quake Hits Coffee

The International Energy Agency forecasts a 4.3 million barrel per day global oil supply deficit as Middle East conflict persists, driving record U.S. refining margins. U

Freight Spikes, $14.4k Copper, US Gas Records & Super El Nino Impacts

Black 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 Lon

Grain Halts & Gold Surge: Ukraine Cuts Exports 12% as Barrick Hits $4,417 Gold

Black 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

Food Prices Hit 3-Yr High, BHP Port Strike, $3B Metals & Hormuz Gas Scramble

Global 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 actio