A New Balance: How OPEC+, Cobalt Markets, and Global Grain Flows Are Reshaping Commodity Dynamics
Dec 03, 2025•10 min•Season 1Ep. 54
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Episode description
Today’s episode dives into OPEC+’s sweeping overhaul of its capacity system, Exxon’s bold move in Iraq, the shifting landscape of cobalt and battery metals, and major developments across agriculture, power, and freight. A full-market tour with deep context and clear takeaways.
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