# Super-Spiked Videopods (EP88): Geopolitical Pragmatism and Crude Oil Markets

Page: https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep88-geopolitical-pragmatism-and-crude-oil-markets
Text version: https://stenobird.com/podcast/super-spiked-podcast-4587357/super-spiked-videopods-ep88-geopolitical-pragmatism-and-crude-oil-markets.md
Podcast: [Super-Spiked Podcast](https://stenobird.com/podcast/super-spiked-podcast-4587357)
Published: 2026-01-17T14:00:00+00:00
Episode link: https://arjunmurti.substack.com/p/super-spiked-videopods-ep88-geopolitical
Audio file: https://api.substack.com/feed/podcast/184801067/20d273b86536080b878dc0f246f0cee0.mp3
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/super-spiked-podcast-4587357/episodes/super-spiked-videopods-ep88-geopolitical-pragmatism-and-crude-oil-markets
Duration seconds: 1429

## Resource

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck. WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below. 2026 kicked off with the dramatic news of the US’s incursion into Venezuela and capture of its president Nicolas Maduro. Protests against the ruling regime in Iran have also captured the world’s attention. We will aim to put those events into the context of our long-term oil macro view, which of course is our focus at Super-Spiked . As a reminder and as a disclaimer, we look at these events through our lens as an energy equity research analyst and a current partner at Veriten. There is no commentary in this video about specific companies. ⚡️On A Personal Note: RIP Bob Weir 🔔 4 Ways to Subscribe * All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website . I have been aiming to publish about once a week, usually on Saturday. Subscribe to Super-Spiked to receive all content via email. * Veriten : You can also subscribe to Super-Spiked content via the Veriten website ( here ) and receive Veriten’s flagship COBT video podcast. * YouTube channel for video only: You can subscribe directly to the video feed of Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti . * Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts , Spotify or your…

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## Transcript

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