# Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Page: https://stenobird.com/podcast/macro-mondays-6431466/oil-metals-and-more-geopolitical-risk-macro-mondays-feb-2-2026
Text version: https://stenobird.com/podcast/macro-mondays-6431466/oil-metals-and-more-geopolitical-risk-macro-mondays-feb-2-2026.md
Podcast: [Macro Mondays](https://stenobird.com/podcast/macro-mondays-6431466)
Published: 2026-02-02T11:00:00+00:00
Episode link: https://www.buzzsprout.com/2206288/episodes/18611357-oil-metals-and-more-geopolitical-risk-macro-mondays-feb-2-2026.mp3
Audio file: https://www.buzzsprout.com/2206288/episodes/18611357-oil-metals-and-more-geopolitical-risk-macro-mondays-feb-2-2026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/oil-metals-and-more-geopolitical-risk-macro-mondays-feb-2-2026
Duration seconds: 1771

## Resource

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain weaponization. They cover the biggest forces reshaping global markets – including today's surprising ISM print. Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3...

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## Transcript

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