China, Sanctions, and the Shifting Balance of Global Oil

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The Commodities Institute Podcast

The Commodities Institute

42 episodes

6 days ago

A weekly 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.

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A weekly 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.

Business News

News

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China, Sanctions, and the Shifting Balance of Global Oil

The Commodities Institute Podcast

9 minutes 40 seconds

3 weeks ago

China, Sanctions, and the Shifting Balance of Global Oil

Today, we unpack how sweeping new U.S. sanctions on Russian oil giants Rosneft and Lukoil are reshaping the global energy market, testing China and India’s diplomatic balancing acts, and rattling oil prices. Plus, we explore ripple effects across agriculture, metals, and energy—from Argentine beef to Malaysian LNG exports.