November 5, 2025
A Fragile Balance: Oil Demand, Trade Truces, and Climate Compromises
The Commodities Institute PodcastAbout this episode
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.