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

from The Commodities Institute Podcast · host The Commodities Institute

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.

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This episode is 10 minutes long.

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This episode was published on November 5, 2025.

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