The Commodities Institute Podcast

In this episode, we break down the latest developments across the oil, metals, and agricultural markets, from OPEC’s bullish tone to China’s strategic crude stockpiling and rising copper bets amid shifting geopolitical winds.

In this episode of The Commodities Institute Podcast, Emily Costa dives into a series of critical market developments shaping global supply chains. Hear how China’s state refineries hit record throughput while independent “teapot” operators struggle with margin pressure, alongside OPEC’s forecast for strong Q3 oil demand and planned output hikes. Meanwhile, Ivory Coast cocoa farmers monitor pivotal weather, Brazil reports sharp declines in sugar and ethanol production, and China’s steel output