A Fragile Balance: Oil Demand, Trade Truces, and Climate Compromises

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The Commodities Institute Podcast

The Commodities Institute

43 episodes

4 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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A Fragile Balance: Oil Demand, Trade Truces, and Climate Compromises

The Commodities Institute Podcast

10 minutes 29 seconds

2 weeks ago

A Fragile Balance: Oil Demand, Trade Truces, and Climate Compromises

This episode explores TotalEnergies’ surprising forecast for oil demand through 2040, China’s growing clean tech dominance, a thaw in U.S.-China trade tensions, and Europe’s watered-down climate deal ahead of COP30. Emily Costa unpacks how energy politics and market shifts are colliding to redefine the global commodities landscape.