Commodities Podcasts
Commodities Podcasts
Commodities Pulse
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Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode of Commodity Week, panelists Todd Gleason, Dave Chatterton, Kurt Kimmel, and Greg Johnson discuss the current grain market landscape, focusing on headline risks from the Iran‑U.S. conflict, upcoming USDA acreage and stocks reports, and the impact of the Trump administration’s pending Renewable Volume Obligation (RVO) and Small Refinery Exemption (SRE) announcements. They emphasize that while old‑crop corn and bean sales have been strong, new‑crop sales remain low, recommending modest selling (30‑40% of the crop) to lock in profits above break‑even levels while preserving upside. The conversation also highlights aggressive fund buying that has stretched the market, the potential for a "buy‑the‑rumor, sell‑the‑fact" reaction to the RVO decision, and the uncertainty surrounding summer weather and global trade dynamics.
In this episode of Plugged In, the hosts examine how the war in Iran is reverberating through Europe’s power markets, reigniting price volatility and testing the resilience of the continent’s energy transition. Julia Demedag outlines Germany’s improved but still gas‑dependent...
In this episode, Ed Elson and Flexport CEO Ryan Peterson discuss the cascading effects of the Strait of Hormuz closure and Red Sea disruptions on global supply chains, highlighting soaring oil, diesel, and fertilizer prices and a 50% rise in...
In this episode of the Argus Crude Report, Lina Bullock and Mediterranean reporter Eleni Krak discuss how the Middle‑East Gulf War is reshaping crude supplies for European refiners. They explain that Europe faces a loss of roughly 600,000 barrels per...
The episode reports that the Philippines has declared a national energy emergency as diesel and petrol prices more than double amid the US‑Israel‑Iran conflict, prompting an executive order that lets the government control fuel distribution, purchase supplies, and subsidise costs....
The episode examines an unprecedented shift in global poultry pricing, where frozen boneless chicken legs are now trading at a premium to breast meat, driven by bird‑flu disruptions, Brazil’s labor shortages, and China’s emergence as a net exporter. Graham Stile,...
In this episode, J.P. Gervais, Executive Vice President of the Ag Lending Portfolio at Farm Credit Canada, breaks down the 2025 Farm Credit Canada farmland value report, which shows a national average increase of 9.3%—the same as 2024—but reveals stark...
In this episode, Argus senior reporter Elife Iboğlu and Tolga Yi Tekiciler, procurement manager at Tatmetal, discuss Turkey’s flat steel market amid tightening EU anti‑dumping and origin rules, upcoming EU quota cuts, and the loss of the UK’s galvanized‑steel exemption....
The episode examines how the Middle East conflict is rippling through global energy markets, from plunging oil prices to strained LNG supplies and rising fuel costs in places like the Philippines. Experts Walter Todd, Ira Joseph, and Ray Coyle explain...
In this episode, Richard Stevenson of Pendle Commodity Investments explains why capesize freight rates surged in early 2026, highlighting the unexpected boost from Guinea’s bauxite shipments and elevated bunker costs due to Middle‑East tensions. He outlines the political risk of...
In this episode, JP Morgan analysts Greg Scheer (precious and base metals) and Atar de Boadze (European natural gas) dissect the escalating Middle‑East conflict’s impact on commodities. They detail how attacks on Iranian, UAE and Qatari gas infrastructure have trimmed Qatar’s...
In this brief episode, Andrew Sheets draws a parallel between March Madness basketball and the sudden shift in market narratives caused by the Iran conflict and a potential oil shock. He outlines how, after a period of strong economic signals—low...
In this episode of Commodity Week, panelists Todd Gleason, Greg Johnson (Total Grain Marketing), Seth VanderWidey (Logic Ag Marketing), and Sherman Nuland (Zaner Financial) discuss the current grain and oilseed markets amid high oil prices and rising fertilizer costs. They...
In this episode of the Dividend Cafe, host Brian Seitel reviews a volatile market environment driven by Middle East tensions, rising oil prices, and mixed economic data. He highlights short‑term positive factors such as $160 billion in Q1 tax refunds, the...
The episode covers the rapid escalation of Iran's attacks on Gulf energy infrastructure following Israel's strike on an Iranian gas field, which sent Brent crude above $116 a barrel and spiked European gas prices over 20%. Host Luke Vargas and...
The episode examines how the US‑Iran conflict and the closure of the Strait of Hormuz have triggered a sharp supply shock for naphtha in Asia, inflating spreads, freight and war‑risk premiums while Europe and the US Gulf Coast remain buffered....
The episode examines the ripple effects of the recent oil price surge, sparked by an Iranian petrochemical plant strike, on global markets and everyday life. Market maker Greg Newman describes unprecedented volatility and links the crisis to broader geopolitical tensions...
In this episode, Marcos Mortari and Lucas Boaquini, Business Development Manager at Argos Brazil Gas Markets, discuss the evolution of Brazil's natural gas market following a new legal framework that has increased competition and participation. They explain the emergence of...
The episode examines how the Middle East conflict has upended global MTBE arbitrage, causing sharp price spikes and volatility across Asia, Europe, and the U.S. Asian producers face supply constraints as Middle‑East feedstocks dry up, while European demand for cheap...
In this episode, Amber Bell interviews Keith Bush, founder of ClearCost, about their pioneering fertilizer trading and risk‑management platform for Canadian farmers. ClearCost offers a free mobile app that aggregates quotes from local, national, U.S., and international fertilizer dealers, allowing...
In this episode, senior editor Mike Nash explains the rapidly growing sustainable and specialty fertilizers market, highlighting its high margins, lower volumes, and focus on nutrient‑use efficiency products such as water‑soluble fertilizers, inhibited urea, and micronutrient blends. He discusses the...
In this episode, host Hui‑Jin Yao and senior nitrogen reporter Denise Cheng examine China's rapidly expanding ammonium chloride (AC) market, highlighting a surge in domestic production tied to soda‑ash by‑product capacity and new projects both in China and Indonesia. They...
In this episode Sean Haney reviews a volatile week in Canadian agriculture, linking the Iran‑Iran war’s impact on fertilizer, diesel and commodity markets to on‑the‑ground farm decisions. He interviews Patrick DeHaan of GasBuddy on soaring diesel prices, discusses a new...
In this episode, Gustavo Medeiros of Ashmore Group and Bloomberg Intelligence’s Damian Sassower examine how the war‑induced oil shock is pressuring emerging market (EM) economies with rising energy costs, stagflation risks, and declining asset prices. They discuss the extraordinary policy...
In this episode of New World Next Week, James Corbett and James Evan Palato dissect the escalating oil crisis triggered by the U.S.-Iran conflict, highlighting how the Strait of Hormuz closure has forced Asian nations like Pakistan, Bangladesh, and others...
In this episode of Peter Lewis' Money Talk, host Peter Lewis talks with Andrew Freris, CEO of Ecognosis Advisory, and Nick Marro, Principal Economist for Asia at the Economist Intelligence Unit about the recent fuel subsidy crisis in Vietnam and...
The episode explains that 32 IEA member countries have agreed to release a record 400 million barrels of emergency oil reserves—the largest ever—to curb soaring energy prices amid the US‑Israel conflict in Iran. IEA Executive Director Faith Beryl notes this release is...
The episode focuses on the International Energy Agency's proposal to release a record 400 million barrels of oil from member countries' strategic reserves to counter a sharp price surge caused by the near‑closure of the Strait of Hormuz after Iranian attacks....
In this episode, Jim McCormick of agmarket.net breaks down the March USDA WASDE report, noting that wheat and corn numbers were largely unchanged while soybean imports and crush demand were modestly increased. He explains how the lackluster report has nudged...
The episode covers a sharp drop in oil prices toward $80 a barrel as markets anticipate the release of strategic stockpiles amid Middle East tensions, while Australian consumer confidence falls and business sentiment turns negative. It highlights China’s surge in...
In this episode of Reuters Morning Bid, Amanda Cooper and Mike Dolan dissect the wild swings in oil prices after former President Trump hinted the Iran conflict could end soon, noting crude jumped $30‑$25 per barrel in a day before...
In this episode, Alan "Aluminium" Clark of CM Group breaks down why aluminium prices have surged to a four‑year high, linking the rally to supply shocks at key refineries, tightening alumina margins, and China’s heavy reliance on Guinean bauxite. He...
The episode opens with a discussion of oil prices soaring above $100 per barrel, the sharpest jump in years, and the resulting market fear as higher energy costs threaten corporate earnings, inflation, and consumer spending. Hosts Jon Quass, Rachel Warren,...
The episode examines the sudden surge of oil prices above $100 a barrel, driven by escalating attacks on Persian Gulf infrastructure amid the Iran‑Israel‑U.S. conflict. Journalists Luke Vargas and Joe Wallace explain how the closure of the Strait of Hormuz,...
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...
The episode examines the immediate impact of the Middle East war and the closure of the Strait of Hormuz on global LPG markets, focusing on sharp price spikes in Asia's forward curve, especially the August Faris Index, which jumped 24%...
In this Beef Market Update, Anne Wasco of Gateway Livestock Exchange breaks down recent volatility in U.S. cattle futures, noting lower live cattle prices and packer margin pressures that have led to reduced slaughter rates and higher wholesale cutout prices....
In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
The episode examines the sharp rise in global tungsten prices, tracing it from China's export controls to a deeper, structural supply shortage caused by aging mines, limited investment, and reduced output. Experts explain how the squeeze affects both Chinese domestic...
The episode examines Italy's controversial decree that seeks to shift EU ETS costs from gas‑fired power producers to consumers, aiming to lower wholesale electricity prices and boost industrial competitiveness. Guests Enza Tedesco and lawyer Lorenzo Parola explain the economic rationale,...
Corteva Agriscience’s expert warns that 2026 will be a tough year for growers across all regions, emphasizing the need to invest in pre‑emergence weed control and robust product stewardship rather than cutting costs on cheap post‑emergence applications. He highlights how...
In this episode Deepika Singh talks with Rajamani Krishnamurthy, President of the Indian Stainless Steel Development Association (ISDA), about the rapid expansion of India’s stainless‑steel sector and the structural challenges it faces. Krishnamurthy stresses that the biggest hurdle is the prevailing...
In this episode, host Sean talks with Stonex analyst Josh Linville about the sudden disruption to global fertilizer markets caused by the U.S. military operation in Iran and the resulting closure of the Strait of Hormuz. They explain how the...
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
American Vanguard (AMVAC) highlighted its new Duro LQ product at the 2026 Commodity Classic, emphasizing its dual action against rootworms and nematodes. The company stressed its commitment to delivering proven, competitively priced solutions that boost farmer profitability, and noted that...
In this urgent episode of Reuters Morning Bid, hosts Carmel Crimmins and Amanda Cooper dissect the fallout from a wave of US and Israeli strikes that killed Iran’s supreme leader, sparking Iranian drone and missile retaliation. They highlight the immediate...
In this episode, Argus’s Sarah and VP of Business Development Alfonso introduce the new FOB Strait of Malacca price assessments for Sustainable Aviation Fuel (SAF) and Hydrotreated Vegetable Oil (HVO) in the Asia‑Pacific region. They explain why the assessments are...
In this episode, Argus's Way to Freight talks with Dr. Ibrahim Alnathiri, CEO of Asyad Shipping, about the company’s aggressive fleet renewal and expansion, including the recent purchase of three VLCCs and four other newbuilds. Alnathiri explains how a younger,...
In this episode, host Jonas interviews uranium expert Brandon Munro about Bannerman Resources' landmark deal with China National Nuclear Corporation (CNNC), which sees CNNC acquire a 43% stake in the Etango uranium project in Namibia. Munro explains the decade‑long journey,...
In this episode of This Week in Futures Options, host Mark Longo and guest Carly Garner discuss the week’s market movers, highlighting strong gains in precious metals like silver (+12.5%) and platinum (+8.78%) while noting declines in energy and agricultural...
