Seized Tankers, Shifting Power Markets, and the Gulf’s High-Stakes Oil Rush

from The Commodities Institute Podcast · host The Commodities Institute

Today’s episode unpacks a dramatic U.S. tanker seizure off Venezuela, the geopolitical ripple effects in global oil markets, the accelerating East-West divide in carbon intensity, fresh turbulence in U.S. agriculture, and the escalating scramble for rare-earth magnet supply chains. A fast-moving landscape — and plenty to break down.

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This episode is 8 minutes long.

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This episode was published on December 11, 2025.

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