The Commodity Brief
The Commodity Brief Podcast delivers weekly intelligence on alternative assets and commodities — breaking down the trends, risks, and opportunities that matter most to real asset investors.
The Commodity Brief
Latest Episodes
Weekly Commodity Pulse: How One Shipping Chokepoint Is Shaking Oil, Fertilizer, and Food Markets
This week, one story dominated commodity markets — and it started in a narrow stretch of water between Iran and Oman.The Strait of Hormuz, which handles roughly 35% of global seaborne crude oil trade, became the epicenter of the biggest ...
Weekly Commodity Pulse: Copper, Oil, and Lithium in a Turbulent Week
This week, commodity markets delivered a masterclass in how geopolitics, industrial policy, and energy transition forces can converge all at once — and send shockwaves across copper, oil, and lithium simultaneously.In this episode of The...
China's EV dominance and lithium chaos
The electric vehicle revolution runs on lithium — but the supply chain behind it is fragile, geopolitically charged, and increasingly volatile. In this episode, we break down how China came to dominate the global EV and battery market, why lith...