China, Sanctions, and the Shifting Balance of Global Oil

from The Commodities Institute Podcast · host The Commodities Institute

Today, we unpack how sweeping new U.S. sanctions on Russian oil giants Rosneft and Lukoil are reshaping the global energy market, testing China and India’s diplomatic balancing acts, and rattling oil prices. Plus, we explore ripple effects across agriculture, metals, and energy—from Argentine beef to Malaysian LNG exports.

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This episode is 9 minutes long.

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This episode was published on October 24, 2025.

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