HeyJaredThe Commodities Institute Podcast
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.
- Indexed episodes, last 90 days
- 56
- Latest publication
- Sep 24, 2026
- Audience
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- Earliest in this view
- Jul 7, 2026
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$1B Mineral Vaults, Diesel Export Ban Clash & Black Sea Grain Shift to Baltics (opens the original)
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A one-billion-dollar joint financing commitment from the US Export-Import Bank to Glencore and Mercuria establishes a national strategic critical minerals reserve, directly reshaping raw material supply chains. Meanwhile, Washington faces internal discord over energy policy as Energy Secretary Chris Wright openly rejects a proposed ban on diesel exports despite record retail fuel prices and a three-million-barrel crude inventory build. In agricultural trade, escalating Black Sea naval strikes re
Wheat Costs Surge 40%, Oil at $97, DRC Mining Pact & Biofuel Rush (opens the original)
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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 following the partial restart of Saudi Arabia's East-West pipeline. Amid heated United States debates over a domestic diesel export ban, energy security mandates threaten a seventy percent surge in global biofuels by twenty thirty, competing for thirty-six million hectares of farmland. Meanwhile, Indonesia's mining curbs fail to re
War Drains Diesel, Arctic Grain Reroutes, EV Metals & 5.7M T Soyoil (opens the original)
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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 liquefied natural gas infrastructure. Simultaneously, Russian agricultural flows divert through Baltic and Arctic terminals as low Rhine water levels choke European shipping. Outside North America, an oil price shock doubles electric vehicle adoption rates, driving acute structural demand for copper and lithium, even as record India
$500M Metal Fraud, EU Gas, $100 Oil & Rate Earths (opens the original)
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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 sixty-seven percent ahead of winter. In freight and agriculture, drone strikes force Russian grain onto Caspian Sea routes, Australian immigration curbs jeopardize the wheat harvest, and India faces a ten million metric ton rice shortfall cushioned only by state reserves. Concurrently, upcoming White House trade negotiations hig
Panama Hits $5M, $110 Brent, Indonesia Nickel Cuts, and Cocoa Shortage (opens the original)
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Panama Canal transit auction bids reach a record five million dollars just as daily vessel transits are cut to thirty-two, colliding with the autumn retail import surge and rerouted Middle East energy flows. Crude oil tests one hundred ten dollars a barrel following drone strikes on Saudi Arabia's East-West Pipeline, while European natural gas storage sits sixteen points below seasonal norms and Asian spot liquefied natural gas prices hold at twenty-six dollars per million British thermal units.
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