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EPISODE · Aug 6, 2025 · 6 MIN

Brazil’s Big Oil Breakthrough and the Global Energy Shift

from The Commodities Institute Podcast · host The Commodities Institute

Today’s episode dives into Brazil’s historic deepwater oil discovery, the implications of a falling U.S. rig count, and the shifting dynamics in global energy and agriculture markets. From the heart of the Santos Basin to the fields of the Permian, we break down what these developments mean for commodities, energy security, and trade.

Today’s episode dives into Brazil’s historic deepwater oil discovery, the implications of a falling U.S. rig count, and the shifting dynamics in global energy and agriculture markets. From the heart of the Santos Basin to the fields of the Permian, we break down what these developments mean for commodities, energy security, and trade.

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Brazil’s Big Oil Breakthrough and the Global Energy Shift

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This episode was published on August 6, 2025.

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Today’s episode dives into Brazil’s historic deepwater oil discovery, the implications of a falling U.S. rig count, and the shifting dynamics in global energy and agriculture markets. From the heart of the Santos Basin to the fields of the Permian,...

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