Podcasts about Oil

Jan 22, 2026 – This year has already erupted with seismic geopolitical shifts. In today's podcast, RANE's Adriano Bosoni unpacks the high-stakes US invasion of Venezuela, the capture of Maduro, and what it all means for American dominance...

Jan 21, 2026 – What surprises could catch investors off guard in 2026? In today's FS Insider interview, Jonathan Petersen, macro strategist at Variant Perception, walks through the firm's contrarian calls for the year ahead. From a long-awaited capex...

In episode 1992, Miles and guest co-host Blake Wexler are joined by comedian and producer of the monthly Facial Recognition Comedy show, Pallavi Gunalan, to discuss… President Pump Fake? One of Our Sh*ttiest Senators Is Being Sued Under A HOMEWRECKER LAW? Analyst Warns: The Bank Of England Should Prep For Aliens, Brooklyn Beckham Calls Out His Famous Parents and more! “Let Me Speak Your Language, Trump—F* Off”: EU Lawmaker Explodes in Parliament Over Greenland | AC1G BESSENT: I'd tell everyone sit back. Take a deep breath. Do not retaliate. Do not retaliate. Kilmeade: Greenland Will Cost GOP The Midterms Kyrsten Sinema Faces ‘Homewrecker’ Lawsuit for Alleged Affair With Former Bodyguard Bank of England must plan for a financial crisis triggered by aliens, says former policy expert The Disclosure of Aliens Could Cause a Bitcoin Rush, Former Bank of England Analyst Says Brooklyn Beckham Calls Out His Famous Parents Brooklyn Beckham: ‘I do not want to reconcile with my family’ David Beckham breaks silence after son Brooklyn Beckham post LISTEN: Chill Me Out by Masayoshi TakanakaSee omnystudio.com/listener for privacy information.

What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas and the challenge that presents to traders and investors alike. Why was 2025 such a difficult year for traders? And what are the most consequential stories in natural gas for 2026? H Returning to the show is Anne-Sophie Corbeau, Global Research Scholar at the Center for Global Energy Policy.

Jan 19, 2026 – April 15 is fast approaching, but will your 2025 tax return bring a surprise refund or a painful bill? Jim Puplava sits down with tax expert Dan Pilla to decode the new "Big Beautiful Bill"...

This week on Oil & Whiskey, we're joined by Donnie Hall and Isaac Gonzales of Streamline Custom Designs for a conversation focused on where it all started.Donnie talks about his time working at Kindig-It Design, the lessons he picked up there, and how those experiences shaped his approach to custom work. Isaac shares his background outside the automotive world, including his success in nuclear cleanup and business, and how that experience translated into building a shop from the ground up.The episode dives into how two very different paths came together to form Streamline Custom Designs, the challenges of starting something new, and the importance of experience, trust, and long-term thinking.

Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com

One of the most listened to men in the world is being accused of 'red-pilling' his audience. But what is that, and has it happened to Steven Bartlett of Diary of a CEO? Our (literal) foreign policy expert Amelia Lester is back and we have questions for her about Greenland. Namely, where is it? Why does Trump want it? And what happens if he gets it? Also, JLo has been accused of being rude when she didn't say "Hi" to the Glambot Guy on the red carpet at the Golden Globes last week. We all love stories of snooty celebrities but is this just an extension of telling women to "Smile"? Plus, on your Instagram it's 2016. So why are we so attracted to recent nostalgia, and what are the tell-tale signs that a pic was taken the year the whole world lurched towards the flaming bin? All that and other excellent stuff too on today's Mamamia Out Loud with Holly Wainwright, Jessie Stephens and Amelia Lester. What To Listen To Next: Listen to our latest episode: We’ve Entered The Year Of Friction-maxxing Listen: Our Best Heated Rivalry Theory & Taylor Swift's Mum Listen: A Spectacular Writers' Festival Collapse & The Jennifer Lawrence Dog Drama Listen: Why Mia Really Left... And Why She's Back Listen: Our Notes On The Golden Globes & Hollywood's 'Toxic Mums' Group Listen: One Of Us Has No Charisma & The New Dating Vocabulary Listen: The Fingering Renaissance Connect your subscription to Apple Podcasts Discover more Mamamia Podcasts here including the very latest episode of Parenting Out Loud, the parenting podcast for people who don't listen to... parenting podcasts. We’re giving away a Your Reformer Pilates bed (worth $3,400) Subscribe to enterMOVE by Mamamia is the app that helps you fit movement into your every day. Whether you have 10 minutes, or 45, we've got the workout that fits your time, space and body. Get $20 off an annual subscription until the end of January when you use code OUTLOUD at checkout. Start your free trial today. SUBSCRIBE here: Support independent women's media Watch Mamamia Out Loud: Mamamia Out Loud on YouTube What to read: 'Everyone is nostalgic for 2016. But I can't romanticise a place I barely escaped.' 'This podcast framed itself as a debate on feminism. It was the opposite.' Over 80 babies dead and food fast running out: The Venezuela crisis explained. Every single look from the 2026 Golden Globes red carpet. THE END BITS: Check out our merch at MamamiaOutLoud.com GET IN TOUCH: Feedback? We’re listening. Send us an email at outloud@mamamia.com.au Share your story, feedback, or dilemma! Send us a voice message. Join our Facebook group Mamamia Outlouders to talk about the show. Follow us on Instagram @mamamiaoutloud and on Tiktok @mamamiaoutloudBecome a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

Progressive Town Hall with US Rep. Ro Khanna. The Congressman breaks down what's next for the Epstein files, Iran and Venezuela. Also, Ro Khanna sheds some light on the unrest in Minneapolis. Also, guess who got the first $250 million from the oil Trump stole from Venezuela? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As geopolitical tensions rise, digital warfare has become the new front line. We will discuss why Cybersecurity stocks are becoming the "Utilities" of the 2026 economy—providing essential, recession-proof revenue.Today's Stocks & Topics: Skyworks Solutions, Inc. (SWKS), Market Wrap, KPP Newsletter, Call Options ETFs, Buying Physical Silver, ATI Inc. (ATI), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “The "Cyber" Supercycle: The New Utility”, Southern Copper Corporation (SCCO), Kraken Robotics Inc. (PNG.V), Broadcom Inc. (AVGO), Kratos Defense & Security Solutions, Inc. (KTOS), New Warning from Pimco.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Jan 16, 2026 – Is the world on the brink of a new resource boom? On this episode of Financial Sense Newshour, Jim Puplava reveals why 2026 could ignite a seismic shift in global markets—one where hard assets like metals and commodities...

Jan 15, 2026 – Are you watching the wrong bull market? As mainstream media fixates on tech giants, commodities are quietly stealing the show. In this insightful interview, Cris Sheridan speaks with Laurent Lequeu about the dramatic surge in metals...

Jan 16, 2026 – Is the U.S. stock market entering a new phase? Financial Sense Newshour's Jim Puplava and Jim Welsh of Macro Tides discuss the latest trends shaping markets in 2026. They explore the market's rotation away from the...

Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com

Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com

In this historic and clarifying episode, Tara explains why so many people are panicking over Venezuela—and why they're missing the point. The U.S. didn't seize Venezuelan oil. It was handed over under long-standing sanctions authority passed by Congress itself. With ports blockaded legally, energy leverage restored, and China cut off from discounted oil, this episode breaks down how decades of compromised policy were reversed almost overnight. The result? A seismic shift away from OPEC and toward American energy dominance—sold in dollars.

JT's Mix Tape 62In this episode, the hosts engage in a lively discussion about current political events, particularly focusing on the situation in Venezuela and the implications of regime changes. They explore the complexities of U.S. foreign policy, the trustworthiness of institutions, and the influence of media on public perception. The conversation delves into mythology, particularly the concept of Leviathan, and its relevance in understanding societal fears. Video games and cultural narratives are referenced to illustrate themes of emergence and fear, leading to a broader discussion on ancient civilizations and the mysteries surrounding their ruins. The episode concludes with reflections on the connections between past and present events, emphasizing the importance of critical thinking in navigating emerging narratives. In this conversation, the speakers delve into various themes surrounding ancient structures, modern society, and the influence of historical narratives. They explore the mysteries of the pyramids, the nature of truth and deception, the impact of oil on society, and the intersection of science and magic. The discussion also touches on the legacy of historical figures, the role of unity versus division, and the transformation of public figures in contemporary culture.Become a supporter of this podcast: https://www.spreaker.com/podcast/jt-s-mix-tape--6579902/support.Please support our sponsor Modern Roots Life: https://modernrootslife.com/?bg_ref=rVWsBoOfcFJESUS SAID THERE WOULD BE HATERS Shirts: https://jtfollowsjc.com/product-category/mens-shirts/WOMEN'S SHIRTS: https://jtfollowsjc.com/product-category/womens-shirts/JT's Hats: https://jtfollowsjc.com/product-category/hats/

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and author of The Boock Report, sees "bells ringing" on the AI tech trade with Oracle, CoreWeave, and Nvidia showing tiredness, and warns the question is whether the baton can be passed to other sectors without the market falling apart. His three favorite groups for 2026 are energy (where $60 oil is "one of the cheapest assets in the world" and he sees $70+ minimum), agriculture (fertilizer stocks like Mosaic and Nutrient), and beaten-down consumer staples offering "bond-like dividend yields with equity-like upside." On Venezuela, he disagrees with the oil-for-midterms thesis - it's really about stiff-arming China, Russia, and Iran, and won't impact oil supply for 5-10 years anyway. He's been trimming silver after its vertical move toward $100 but still likes gold driven by central bank buying and dollar diversification. His biggest concern: if we lose the AI trade, its dominance is so large it could take everything down with it.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Substack/The Boock Report: https://boockreport.com/Twitter/X: https://x.com/pboockvarTimestamps:00:00 Intro and welcome Peter Boockvar01:18 2025 retro: World markets did really well, fire lit under international markets03:15 Bells ringing on AI tech trade - Oracle, CoreWeave, Nvidia tiredness05:45 China competition in AI - models more applicable, monetizing faster06:30 Bifurcated economy: Manufacturing recession, lower-middle income spending weak07:45 Data center build out - question of when not if it slows08:30 Delta earnings: Premium cabin strong, main cabin no growth09:15 Europe bifurcated too: Germany/France struggling, Spain/Greece doing well11:36 Three favorite groups for 2026: Energy, ag, consumer staples12:15 Energy: Bearish sentiment extreme, contrarian setup, CFTC net longs at 15-year lows13:30 Venezuela: 5-10 years before notable production increase14:15 OPEC production lagging quotas - most running at full capacity15:00 US shale production slowing, rolling over even in Permian15:45 Peak oil demand pushed out - hybrids winning, EV demand delayed16:30 Ag: Fertilizer stocks - Mosaic, Nutrient - down and out value plays17:15 Consumer staples destroyed over 12 months - deep value now17:52 Names: Kimberly Clark, Nestle, Pepsi, ConAgra, Coke, Reynolds18:24 Oil at $60 is one of the cheapest assets in the world - sees $70 minimum19:15 Energy holdings: Exxon, BP, Shell, Canadian Natural Resources, Oxy, Noble, EQT23:44 Venezuela won't impact oil supply for 5-10 years - focused on near-term25:32 Inflation: Conflicting dynamics - services decelerating, goods inflation returning27:00 Next Fed chair will have inflation dilemma - sticky around 3%28:45 Services inflation could rebound in back half of 2026 as apartment supply absorbed29:01 Reaction to Powell subpoena30:09 Powell is done cutting - will be playing 18 holes in June31:28 Last Fed cut was not necessary - took neutral rate below 1%32:30 Need low and stable prices first, then labor market improves35:34 Gold north of $4,600 - levels don't surprise, maybe pace did36:27 Silver at $92 - trimming position, tree needs to take a breather37:30 Gold thesis: Central bank buying, dollar diversification has more legs38:49 2025 lesson: World woke up to opportunities outside mag seven40:22 What not to own: Mag seven, long duration bonds40:46 Japan matters for global rates - JGB yields rising, canary in coal mine42:00 Bullish emerging market local currency bonds - better finances, cheap currencies42:57 EM names: China, Malaysia, Singapore, Mexico, Brazil, Chile, Indonesia43:45 Biggest risk: Losing AI trade and gap up in long-term rates44:24 Optimism: Broadening out continues, international markets, commodity trade has legs45:03 Parting thoughts: Investors need to be flexible in their thinking

Anthony and Piers return to break down a busy start to 2026. They cover Wall Street's Q4 earnings, where Morgan Stanley shines amid a wave of tech-led bond issuance, while J.P. Morgan and Goldman show mixed results.They also dig into Trump's proposed cap on credit card interest, his DOJ probe into Fed Chair Powell, and the implications for central bank credibility. Oil markets react to rising tensions in Iran and developments in Venezuela, while the latest US inflation data shows progress but risks remain.Plus, why 2026 GDP growth could surprise to the upside if inflation and wage pressures stay in check.(00:00) Intro and Overview of Key Topics(01:36) Bank Earnings: A Mixed Bag(03:39) Morgan Stanley DCM Boom(11:01) BlackRock $14 Trillion AUM(14:09) Trump's Proposed Credit Card Cap(18:19) Powell and the Fed Investigation(22:16) Geopolitics: Iran and Venezuela(27:59) CPI Trends and Economic Outlook(32:11) Wage Price Spiral

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights a rebound in global equities driven by strong TSMC earnings, upbeat UK and Eurozone economic data, and easing U.S.–Iran tensions. Oil prices slide as geopolitical risks cool, while U.S. jobless claims fall. Crypto markets remain resilient, with Bitcoin nearing $98,000, robust ETF inflows, and regulatory negotiations in Washington facing fresh delays without derailing the broader rally.

US President Donald Trump says removing President Nicolas Maduro is about reclaiming Venezuela’s oil. But as Washington pushes for access, major oil companies are hesitating. Why is Venezuela being labeled “uninvestable,” and what does that skepticism reveal about power, instability and the future of Venezuela’s vast oil reserves? In this episode: Anneke Ball (@annekeball), Journalist Episode credits: This episode was produced by Marcos Bartolomé and Melanie Marich, with Tamara Khandaker, and our host, Kevin Hirten. It was edited by Ney Alvarez and Noor Wazwaz. Our sound designer is Alex Roldan. Our video editors are Hisham Abu Salah and Mohannad Al-Melhem. Alexandra Locke is the Take’s executive producer. Ney Alvarez is Al Jazeera’s head of audio.

Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com

(January 15, 2025) Amy King and Neil Saavedra join Bill for Handel on the News. Federal court upholds California’s new congressional districts. The U.S has officially started selling Venezuelan oil. Trump administration halts immigrant visa processing from 75 countries. Ailing astronaut returns to Earth early in NASA’s first medical evacuation.See omnystudio.com/listener for privacy information.

What happens when war becomes a market and foreign policy turns into an odds board? We dive into the uneasy world of prediction platforms like Polymarket and Kalshi, where traders place bets on battlefield maps, covert raids, and even the exact words politicians will say. With researcher Nick Cleveland Stout from the Quincy Institute, we unpack how a briefly altered Ukraine map preceded a major payout, why a $400,000 win hit just hours before a surprise operation in Venezuela, and how these signals can tip off adversaries long before headlines catch up. Together we explore the ethics and incentives behind “the news of tomorrow today.” If market rules hinge on a single source, a map tweak or an official statement can decide millions—inviting manipulation rather than insight. We look closely at the regulatory blind spot: the CFTC treats these venues as prediction markets, leaving no insider trading framework even when life-and-death events are on the line. That vacuum tempts those with privileged access to profit, while retail bettors absorb the risk and confusion. The conversation follows the money. Defense contractors tout hardware after high-profile raids, budgets swell, and the arms industry wins. Oil players eye Venezuela's reserves and refineries, with some majors ready to expand and others demanding ironclad guarantees after prior expropriations. We examine how talk of reimbursements, control over refining, and contested asset sales like Sitgo feed a broader strategy to exert power without boots on the ground—and how markets amplify or distort that story. If prediction markets can surface real signals, they can also nudge reality. We outline concrete guardrails: diversified resolution sources, audit trails, institutional no-trade policies, event-type limits for active conflicts, and anomaly flags when flows cluster around sensitive moments. Then we ask the core question: should anyone profit from outcomes they can influence? Listen and decide with us, and if this conversation sharpened your thinking, follow the show, share it with a friend, and leave a review so others can find it.

From Greenville County ambushes to Venezuelan oil blockades, this episode breaks down some of the wildest events in recent news.

“Oil company management has to understand that its business is essentially a technology business. It's not a marketing business.” In this episode of Seismic Soundoff, Andrew Geary speaks with Dr. Leon Thomsen about his memoir, “‘Surely You're Joking, Mr. Thomsen!': Adventures of a Petroleum Scientist,” and a career that helped redefine applied geophysics. Leon reflects on the experiences that shaped his scientific mindset, from early exposure to field crews, to formative lessons in geology at Caltech, to decades of research in academia and industry. He explains how curiosity-driven exploration led him to recognize the importance of seismic anisotropy and shear-wave technology, work that ultimately carried trillion-dollar implications for hydrocarbon exploration. The conversation also explores why transformative ideas often struggle inside large organizations, how a lack of technological literacy in management can lead to missed opportunities, and why applied science can be every bit as creative and demanding as pure research. Looking ahead, Leon shares his perspective on the future of applied geophysics, including opportunities in fracking optimization, carbon sequestration monitoring, and subsurface hydrogen exploration, and offers encouragement to young scientists preparing to navigate the energy transition. KEY TAKEAWAYS > Energy is a technology business: Long-term success depends on leadership that understands and trusts science, not just short-term metrics. > Applied science is real science: Solving practical problems can be as intellectually challenging and rewarding as purely theoretical work. > The next frontier is subsurface innovation: Geophysics will play a critical role in fracking efficiency, CO₂ monitoring, and hydrogen exploration during the energy transition. LINKS * Buy Leon's memoir - https://seg.org/shop/product/?id=fe4953e4-cc89-f011-b4cb-7c1e527dc295 * Buy his previous book, "Understanding Seismic Anisotropy in Exploration and Exploitation" - https://pubs.geoscienceworld.org/seg/books/book/1042/Understanding-Seismic-Anisotropy-in-Exploration * Read Leon's award-winning article: "A logical error in Gassmann poroelasticity" - https://www.earthdoc.org/content/journals/10.1111/1365-2478.13290 ABOUT SEISMIC SOUNDOFF Seismic Soundoff showcases conversations addressing the challenges of energy, water, and climate. Produced by the Society of Exploration Geophysicists (SEG) and hosted by Andrew Geary of 51 features, these episodes celebrate and inspire the geophysicists of today and tomorrow. Three new episodes monthly. See the full archive at https://seg.org/resources/podcast/.

The capture of Venezuela's Nicolás Maduro by the United States feels like confirmation that we are in a new era of global politics, but what has caused this shift and where does it leave Europe? Amol speaks to Professor Helen Thompson, an expert on the history of globalisation and author of Disorder: Hard Times in the 21st Century, about how oil is fuelling competition between the US and China. They explore how it's reshaping global power politics, whether it's possible for Europe to decouple from the US and why high levels of national debt threaten to undermine Western economies. And Helen, who is Professor of Political Economy at the University of Cambridge, explains why she thinks there is a case for potentially reversing the independence of central banks like the US Federal Reserve and the Bank of England to give politicians more control. (00:05:11) What is the Western Hemisphere? (00:07:45) The importance of Venezuela (00:11:05) How and why Washington is putting pressure on China (00:19:30) Why Trump is inspired by the US in the late 19th century (00:25:08) The rules based international order (00:29:00) Where does Europe fit into this new world? (00:30:52) Can Europe break away from the US? (00:33:30) Oil and the Western Economic Crisis (00:37:40) How is oil effecting power politics today? (00:40:40) What about renewable energy? (00:43:58) The coming debt emergency (00:46:30) Helen's RADICAL ideas (00:56:02) Amol's reflectionsGET IN TOUCH * WhatsApp: 0330 123 9480 * Email: radical@bbc.co.uk Episodes of Radical with Amol Rajan are released every Thursday and you can also watch them on BBC iPlayer: https://www.bbc.co.uk/iplayer/episodes/m002f1d0/radical-with-amol-rajan Amol Rajan is a presenter of the Today programme on BBC Radio 4. He is also the host of University Challenge on BBC One. Before that, Amol was media editor at the BBC and editor at The Independent. Radical with Amol Rajan is a Today Podcast. It was made by Lewis Vickers with Anna Budd. Digital production was by Gabriel Purcell-Davis. Technical production was by Jonny Hall. The editor is Sam Bonham. The executive producer is Owenna Griffiths.

Today we have your 2026 predictions. We also cover the volatile 2025 year-end and share the extreme moves in precious metals and global geopolitical shocks as a case study for how investors should think: not politically or emotionally, but by watching price action and sector reactions. Low holiday liquidity amplified market swings, but that real signals came from how energy, materials, small caps, and international markets responded. We also think that despite macro unease, debt overhangs, and geopolitical reshuffling, the data still point to a broadly bullish environment, with diversification, attention to relative performance, and humility toward market signals being far more important than predictions. We discuss... Precious metals led early-year performance, with platinum, silver, and gold behaving very differently despite being in the same sector. Investors should respond to global events by asking how markets interpret them, not by reacting to political narratives. The U.S. seizure of Venezuela's president is a geopolitical shock with significant implications for energy markets and global power dynamics. Oil service and infrastructure companies briefly surged as markets discounted future Venezuelan production, though sustainability remains uncertain. China is a key indirect loser due to rising effective energy costs and margin pressure in its low-margin industrial economy. Geopolitical moves are increasingly overt, signaling a reshuffling of the global financial and political order. Have caution because investor intuition is often wrong, and there are historical examples where markets moved opposite of popular expectations. Price action was repeatedly emphasized as the best indicator of what informed capital is actually doing. Early 2026 performance showed leadership from small caps, microcaps, and value stocks rather than mega-cap technology. Materials, industrials, and energy outperformed in the first week, while tech, utilities, and communications lagged. The "Magnificent 7" were noted as early underperformers, challenging the assumption that they always lead markets. Defense stocks strengthened following signals of increased U.S. military spending. Healthcare and other previously beaten-down sectors were flagged as areas worth watching. Be caution against passive overreliance on the S&P 500 due to concentration risk and historical periods of long underperformance. While risks are elevated, market signals remain broadly bullish and investors should stay adaptive rather than predictive. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/https://moneytreepodcast.com/2026-predictions-781 

Jan 13, 2026 – Global instability is rising, and Jacob Shapiro says the U.S. is responding with a bold strategic pivot. As power shifts to a multipolar world, America is retreating from global policing and refocusing on consolidating influence...

Frank Holland and the Investment Committee debate how to trade the increased volatility in the market. Plus, the desk shares their latest portfolio moves. And later, Oil rebounding over the past week amid rising tensions in Iran and Venezuela, it's our Chart of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is the future of commodity trading? Is volatility here to stay and thus the profit pools available continue to grow? What will the market structure look like in 10 years and who will be the privileged few that have built, or are building, commodity trading platforms to be able to capture that future? What will that future look like? Who will participate and which category of participant will have the greatest market share? And what will the teams and skill sets and people look like participating in that world? Our guest is Roland Rechsteiner, partner at McKinsey and the global head of their commodity trading and risk practice. 

Today we were thrilled to welcome Governor Kevin Stitt of Oklahoma. Governor Stitt was first elected in 2018 and re-elected in 2022. Before entering politics, he was a successful entrepreneur. His company, Gateway, grew into a nationwide mortgage company and, through a merger, became Gateway First Bank, now one of Oklahoma's ten largest banks. In 2018, he received more votes than any gubernatorial candidate in Oklahoma history in his first bid for elected office. As Governor, he has prioritized delivering more value for taxpayers, and his fiscally conservative approach has helped Oklahoma build its largest savings balance in state history. Governor Stitt also serves as Chair of the National Governors Association, which was founded in 1908 to advance bipartisan dialogue, policy innovation, and information-sharing among the nation's governors. It was an honor to host the Governor for an insightful conversation on permitting reform, power affordability, and the policy bottlenecks shaping the U.S. energy and infrastructure buildout. In our conversation, we explore why states, through the bipartisan work of the National Governors Association, are central to unlocking U.S. competitiveness and fixing bottlenecks that Washington has struggled to address. Governor Stitt lays out a practical, pro-business, free-market philosophy to build more of everything, remove obstacles, and let innovation and capital do the work, shaped by his background as a business leader turned governor. We discuss Oklahoma's behind-the-meter power policy that allows large users to self-supply, the broader affordability and power price debate, and the need to better educate the public on where electricity comes from. We dig into what's broken in today's policy framework, including the lack of a single accountable federal regulator, and how short-term politics and pendulum swings can stall long-term, common-sense reforms. We also touch on the added complexity of tribal sovereignty and federal involvement in energy infrastructure development. As mentioned, the National Governors Association's permitting proposal, “NGA Letter on Energy Permitting Priorities” (published in October 2025) is linked here. We greatly enjoyed the discussion and appreciate Governor Stitt for his time. Mike Bradley noted the 10-year bond yield (~4.18%) has traded sideways to start the year. December CPI printed in line with expectations, with PPI due tomorrow. If economic reports continue to print in line, bond yields will likely remain rangebound until the January 28 FOMC meeting. On the oil market front, WTI is up ~$3.50/bbl (~$61/bbl) this year despite 2026 surplus concerns. Oil markets have quickly shifted from 1H26 oversupply and Venezuelan oil production increases to rising Iran-related risk, with the potential for a sharper spike if tensions escalate, especially given that institutional investors are currently bearish (Goldman Sachs Oil Sentiment survey) and very short oil contract “financial” length. In equities, the S&P 500 is up ~2% YTD with the biggest sector winners being cyclicals (Energy, Industrials, and Materials). Materials is the best performing S&P sector this year (up ~7%) due to growing optimism that global GDP growth will be headed higher in 2026. The Russell 2000 is up ~6%, which is far outpacing the S&P 500 & Big AI/Tech stocks, and could be an early sign that market breadth is widening. Energy is up ~5% this year with Oil Services up ~12%, Refiners up ~8% and U.S. Oil Majors up ~6% on hopes that they'll all be beneficiaries of future Venezuelan infrastructure investment and a quick redirection of heavy oil barrels to Gulf Coast refiners. He closed with takeaways from the Goldman Sachs Energy, Clean Tech & Utilities Conference last week including a real sense of optimism despite investors still being most

On today's show we feature an interview and discussion of US foreign policy with Dan Kovalik, author of the book, “The Plot to Overthrow Venezuela: How the US Is Orchestrating a Coup for Oil.” Then we turn our attention to Cuba and the situation facing that  island nation's people which has worsened since the US kidnapping of president Nicolas Maduro of Venezuela. Finally, we talk with a tech expert from the Electronic Frontier Foundation about the new electronic surveillance tools used by the Israeli Defense Force, in Gaza that are now being used by ICE here in the United States. The post Dan Kovalik on The US Orchestrating a Coup in Venezuela For Oil appeared first on KPFA.

We kick off 2026 with a power packed episode featuring a conversation with Sean McBrearty. Sean shares some poignant reflections on his work and friendship with Holly T. Bird as we continue our series of tributes to Holly (ba). Sean also gives updates on his efforts with Clean Water Action-MI, Oil & Water Don't Mix, and the Mop Up Michigan (Money out of Politics) ballot initiative. Plenty of calls to action and simple yet meaningful ways to get involved are highlighted throughout the episode so listen in, follow the links, and share with your friends! Watch the full episode video on our YouTube: https://youtu.be/p1g6_SXck_k Clean Water Action: https://cleanwater.org/states/michigan Oil & Water Don't Mix: https://www.oilandwaterdontmix.org/ Mop Up Michigan: https://mopupmichigan.org/ State of Water is the official podcast of the Clean Water Campaign for Michigan, a program of Title Track. Many thanks to Leon Speakers and Mothfire Brewing Company for their sponsorship support. Episode 59: Sean McBrearty interviewed by Seth Bernard Produced by Chris Good Music: "Warble" by Brandon Fitzpatrick, The Lasso, Graham Parsons, Jordan Hamilton

Morse code transcription: vvv vvv Jeremy Bowen Authoritarian regimes die gradually then suddenly, but Iran is not there yet Government sets out plans for north of England rail investment James Bulger killer Jon Venables set for further parole hearing London Pride boss accused of frustrating theft investigation Government drops plans for mandatory digital ID to work in UK Oil tanker seized by US spotted in Scotlands Moray Firth Singer Julio Iglesias faces Spanish inquiry into sexual assault allegations Three men from Lighthouse group guilty of harassing BBC journalist over A Very British Cult documentary Iran protests More than 2,000 people reported killed as Trump says help is on its way Scottish Budget Income tax changes announced for 2026 27

It's been a little more than a week since the United States invaded Venezuela and abducted its president Nicolás Maduro. Trump has contended that Venezuela, which reportedly has the world's largest known oil reserves, has "unilaterally seized and sold American oil." There's a lot to discuss about the geopolitical context and how it intersects with new energy developments. Senator Ruben Gallego (D-AZ) is the creator of a new energy plan and joins Chris Hayes to talk about that plan, his reaction to Venezuela and more.   Sign up for MS NOW Premium on Apple Podcasts to listen to this show and other MS podcasts without ads. You'll also get exclusive bonus content from this and other shows. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets sprinted to record highs, stumbled, and carried on like nothing happened, with the S&P 500 and Dow briefly touching new peaks before financials and energy lost momentum. Oil slid as President Donald Trump floated Venezuelan barrels coming to the U.S., a reminder that geopolitics never stays offstage for long, while stocks rising alongside a climbing VIX signaled positioning, not panic. At the same time, Washington rattled Wall Street landlords with talk of banning institutional buyers from single-family homes, media deal drama flared as Warner Bros. Discovery again swatted away Paramount in favor of Netflix certainty, and the through-line became clear: confidence is still driving the party.

Jan 12, 2026 – Imagine transforming your home into a state-of-the-art wellness center—that's the future showcased at this year's Consumer Electronics Show. From AI-powered health devices and non-invasive wearables to personalized...

In a single week, Donald Trump goes after the Federal Reserve, criminalises Jerome Powell, and shakes the idea of central bank independence, the quiet pillar holding the global financial system together. At the same time, two oil superpowers, Venezuela and Iran, slide into fresh instability. Coincidence? Not quite. We unpack a world that feels wildly out of balance. In the U.S., markets are booming while consumer confidence collapses. The top 10 stocks now make up 40% of the S&P 500, profits are rising six times faster than wages, and young unemployment is running at 8.5% while older workers stack second jobs. GDP says “fine.” Lived reality says otherwise. Then we turn to energy, the thing that still prices everything. With oil hovering around $60 a barrel, sanctions wobbling, OPEC under strain, and Iran emerging as the real wildcard, we ask what happens next. Oil expert Carol Nackley joins us to explain why Venezuela's reserves don't mean cheap fuel, why Iran could flip the market overnight, and why political chaos makes long-term energy investment almost impossible. This episode is about imbalance, in money, markets, power, and psychology, and why when trust in institutions cracks, the consequences show up everywhere: in your wages, your bills, and the price you pay at the pump. Hosted on Acast. See acast.com/privacy for more information.

Minnesota sues the federal government after a fatal ICE shooting, escalating the case nationwide.The lawsuit directly challenges Donald Trump and federal immigration enforcement tactics.Legal expert and Minnesotan June Carbone joins to discuss this and more. Pulitzer Prize winning author and Investigative journalist David Cay Johnston will be in to talk politics and the state of the world. The Mark Thompson Show 1/13/26Patreon subscribers are the backbone of the show! If you'd like to help, here's our Patreon Link:https://www.patreon.com/themarkthompsonshowMaybe you're more into PayPal.  https://www.paypal.com/donate/?hosted_button_id=PVBS3R7KJXV24And you'll find everything on our website: https://www.themarkthompsonshow.com

With President Trump's moves to take control of Venezuela's oil production—including the seizure of incoming and outgoing oil tankers—there's been a lot of talk about the country's deep reserves of crude. But not all oil is the same, and getting the Venezuelan reserves out of the ground might be neither cheap nor simple. So who wants that oil, and what is it good for?Petroleum engineer Jennifer Miskimins joins Host Ira Flatow to drill into the ABCs of oil production and refining.Guest: Dr. Jennifer Miskimins is 2026 president of the Society of Petroleum Engineers, and head of the petroleum engineering department at the Colorado School of Mines in Golden, Colorado.Transcripts for each episode are available within 1-3 days at sciencefriday.com. Subscribe to this podcast. Plus, to stay updated on all things science, sign up for Science Friday's newsletters.

Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential implications for oil, stocks and bonds.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. On today's podcast, I will talk about the markets' response to the complex political developments in Venezuela, and examine the opportunities and risks it presents to the markets. It is Monday, January 12th at 11 am in New York. Despite the far-reaching geopolitical implications of last weekend's developments in Venezuela, the financial markets have been strikingly calm. Oil prices have barely budged, global equities have rallied, and the reaction in the safe-haven markets – U.S. Treasuries, for example – has been fairly muted. So what explains all of this? Let's start with oil – the commodity most exposed to the situation in Venezuela. The near-term supply appears very manageable. As Morgan Stanley's chief commodities strategist Martijn Rats notes, the market entered 2026 oversupplied, and inventories remain flush. That cushion explains why Brent prices have barely budged, and why Martijn sees prices sliding into the mid-$50s in the coming months.The bigger story is medium term. The prospect of reviving Venezuela's oil industry tilts production risks higher. Despite holding over 300 billion barrels, the world's largest reserves, [the] current output of Venezuela is just 0.8-1 million barrels per day, making it the smallest producer among the major reserve holders. More Venezuelan barrels hitting global markets could keep prices soft, even against a backdrop of rising geopolitical tensions. For oil, the near-term price risk is low while medium-term price risk leans bearish. Let's talk about energy stocks. In line with the expectation of our equity energy analysts led by Devin McDermott, energy equities have largely responded favorably, reflecting the potential for increased oil supply and specific company opportunities. U.S. refiners stand out as poised to gain. A post-Maduro Venezuela could mean higher crude exports of the heavy, sour oil that these refiners are built to process. More imported heavy crude is a clear tailwind for U.S. Gulf Coast refiners like Valero (VLO) and Marathon Petroleum (MPC), potentially lowering their input costs and improving their margins. Similarly, Chevron (CVX), the only U.S. major still operating there under a sanctions waiver, is also poised to rally on the back of this. So for energy stocks, while [the] geopolitical story is complex, the market's message is straightforward. The prospect of greater supply is good news, and some companies appear uniquely positioned to gain as Venezuela's next chapter unfolds. Nowhere has the market reaction been more dramatic than in Venezuela's own sovereign debt. As Simon Waever, Morgan Stanley's global head of sovereign credit strategy anticipated, prices of Venezuela's defaulted bonds – both the government bonds (VENZ) as well as the bonds of state oil company PDVSA – soared to multi-year highs following the weekend's events. The bond complex has already rallied over 25 percent since last weekend to reach an average price of about $35, thanks to the increased likelihood of a creditor-friendly transition. A clearer path for a potential debt restructuring deal improves the prospects for future debt recovery. We expect further upside as the markets price a higher recovery rate if Venezuela's oil production increases further. So what's the bottom line: Last week's developments in Venezuela are a major geopolitical event, but the financial market reaction reflects both the contained nature of the shock and the prospect of constructive outcomes ahead – more oil supply, creditor-friendly debt resolution, etc. Oil markets are signaling that global supply can weather the storm, equity investors are cheering beneficiaries like refiners and seeing the broader risk backdrop as unchanged, and bond investors are selectively adding Venezuela's beaten-down debt in hopes of an eventual recovery. For now, the takeaway is that this political event has not affected the market's positive momentum – if anything, it has created pockets of opportunity and reinforced prevailing trends such as ample oil, and strong credit appetite. As always, we'll keep you informed of any material changes. Thanks for listening. If you enjoy the podcast, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

Kent Hance, The Best Storyteller in Texas Jan 12, 2026 "Oil, Opportunity & Outrage"  

Donald Trump claims he will "run" Venezuela, after he bombed it and abducted President Nicolás Maduro. However, his plan makes no sense -- and will likely blow back on the USA. Acting President Delcy Rodríguez is still independent, and not cutting off China. US sanctions devastated Venezuela's oil infrastructure, and its heavy crude is expensive to produce -- and US companies do not see it as profitable enough, amid a global supply glut. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=GbpdfPK8jVE Topics 0:00 US attack on Venezuela 0:49 (CLIP) Trump: USA will "run the country" 1:31 Two main US demands for Venezuela 2:20 Chavista government is intact 3:21 Oil corporations are skeptical 4:57 Trump's oil deal with Venezuela 7:44 US oil industry benefits rich elites 8:27 China, Russia, Iran, Cuba ties 10:08 USA wants heavy crude 10:46 Economic war 11:53 Marco Rubio targets Cuba 12:24 China and Venezuelan oil 13:02 Pete Hegseth threatens China & Russia 13:44 US seizes Russian-flagged tanker 14:16 Trump wants $1.5 trillion military budget 14:58 Trump bombed 7 countries in 2025 15:20 China's oil imports by country 17:43 Imperialist Monroe/Donroe Doctrine 18:21 Desperation of declining US empire 19:12 International law & UN Charter 20:19 China: South America's top trading partner 21:17 Forcing Venezuela to buy US products 22:07 Latin America exports 23:56 US is trade competitor with Latin America 25:24 US National Security Strategy 26:03 Pressure to cut ties with China 27:30 Geopolitics vs trade 28:45 USA threatens Venezuelan officials 30:30 Opposition leader María Corina Machado 32:56 Acting President Delcy Rodríguez 35:03 Delcy Rodríguez reaffirms China support 36:02 Trump will not have a US colony 37:40 Chevron deal in Venezuela 40:38 Sanctions exemptions in oil sector 41:53 US sanctions devastated oil industry 44:02 US purchases of Venezuelan oil 45:14 US imports heavy crude 46:25 US oil refineries want heavy crude 47:50 Oil companies say it's "uninvestable" 48:37 Oil deal possible, but not colonialism 49:42 High cost of Venezuelan crude 52:34 Global oil supply glut 53:34 US oil companies want gov't benefits 54:13 Destructive US interventions 56:47 Outro

This week on Oil & Whiskey, we sit down with Thomas Dickerson, the winner of the Oil & Whiskey On The Gas Award.The award recognizes individuals who are pushing forward, showing consistency, passion, and effort in what they do. Thomas joins us to talk about his path, the mindset behind staying “on the gas,” and what it means to keep moving forward when no one's watching.We talk about:What the On The Gas Award representsThomas's journey and perspectiveStaying motivated and consistent over timeLessons learned through experienceWhy momentum matters more than recognitionA grounded conversation about effort, direction, and continuing to push forward.

Stijn Schmitz welcomes back Josef Schachter to the show. Josef Schachter is Founder, Schachter Asset Management Inc. The discussion centers on the current and future outlook for the global energy market, with a particular focus on oil and natural gas production and investment opportunities. Schachter presents a bullish perspective on the energy sector, forecasting a significant upward trajectory for oil prices. He predicts WTI oil prices will range from $52-$66 in Q1 2026, rising to $74-$84 in Q4, potentially reaching $100 per barrel by 2028-2029. This projection is underpinned by several key factors, including normal demand growth of 1.2-1.3 million barrels per day and constrained OPEC production capabilities. A critical aspect of Schachter’s thesis is the global lack of new oil discoveries and declining production rates. He highlights that shell oil production experiences 30-50% decline rates in the first year, necessitating continuous drilling. He notes, that over a billion people worldwide lack stable electricity access, presenting a significant future demand opportunity for energy resources. The conversation explores investment strategies within the energy sector, with Schachter recommending a diversified approach based on individual risk profiles. He suggests considering natural gas, light to medium gravity oil exposure, and service industry stocks. Notably, he emphasizes the importance of companies with strong balance sheets, insider ownership, and prudent management. Schachter is particularly optimistic about Canadian energy companies, many of which are currently trading at two to three times cash flow, with potential to expand to seven or eight times during a potential energy super cycle. He points out attractive dividend yields from various energy companies, ranging from 5% to 11%. The conversation also touches on geopolitical factors, including potential developments in Venezuela and the global shift in energy production and consumption. Timestamps: 00:00:00 – Introduction 00:01:23 – Oil Price Outlook 00:04:39 – Inventory Analysis 00:08:29 – Venezuela Oil Shift 00:10:21 – Rule of Law 00:14:53 – Canadian Stock Impacts 00:17:11 – Investment Opportunities 00:19:00 – Dividend Yields 00:21:30 – Energy Super Cycle 00:22:49 – M&A Activity 00:35:32 – Discovery Shortages 00:40:38 – Global Demand Growth 00:48:16 – Energy Report Details Guest Links: Website: https://schachterenergyreport.ca Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

While riots, protests, and chaos dominate the headlines, an even bigger story is being deliberately buried.

After a U.S. citizen was shot and killed by an immigration agent, the Department of Homeland Security is sending even more forces to Minneapolis. On this week's On the Media, how the Trump administration is spinning the narrative around the shooting. Plus, an exiled Venezuelan journalist explains the state of the press in his home country.[01:00] Host Micah Loewinger speaks with Jeffrey Meitrodt, a senior investigative reporter for the Minnesota Star Tribune, to examine the veracity of conservative content creator Nick Shirley's viral video claiming to uncover evidence of widespread fraud at Somali-run daycares in Minnesota.  [21:32] Micah talks with Rafael Osio Cabrices, editor-in-chief at Caracas Chronicles, about Venezuela's evolving media landscape. Plus, what foreign news outlets are missing in their coverage of the US raid and capture of Nicolás Maduro. [36:15] Host Brooke Gladstone sits down with Abe Newman, a political scientist and Georgetown professor, to discuss “neo-royalism.” Newman coined the term, with his co-author Stacie Goddard, to explain the logic of the Trump administration's foreign policy, from Greenland to Venezuela.   Further reading / watching:“We went to the day cares Nick Shirley did. Here's what we found,” by Deena Winter and Jeffrey Medtroit“How Foreign Media and Analysts are Misreporting Venezuela,” by Rafael Osio Cabrices“Further Back to the Future: Neo-Royalism, the Trump Administration, and the Emerging International System,” by Stacie E. Goddard and Abraham Newman On the Media is supported by listeners like you. Support OTM by donating today (https://pledge.wnyc.org/support/otm). Follow our show on Instagram, Twitter and Facebook @onthemedia, and share your thoughts with us by emailing onthemedia@wnyc.org.

2026 has started off with strikes on Venezuela, the kidnapping of President Nicolas Maduro, and a brazen slew of threats from President Trump against Greenland, Colombia, Cuba, Mexico, and Iran. This week, Alex speaks to Venezuelans about what their hopes and fears are for the future of their country. Then she's joined by Pod Save America's Jon Favreau and Pod Save the World's Ben Rhodes to break down the absolute insanity of Trump's imperial ambitions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Headlines for January 08, 2026; “Terror & Chaos”: Minneapolis Reels After ICE Agent Fatally Shoots Renee Good, Mother of 3; Trump Vows to “Indefinitely” Control Venezuela’s Oil as U.S. Seizes Two More Oil Tankers