Gregory Brew

speaker

418 appearances 1 recordings 1 series first heard Jan 2026 last heard 7 Jan

Gregory Brew’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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Odd Lots · This Is What Maduro's Arrest Means for the Oil Market · 7 Jan 2026 podcast

Also, most of its crude imports now come from relatively safe places, Canada being first among them.

Putting aside the the any risk of you know disruption of the US-Canada bilateral relationship, uh the US can get a lot of its crude from very safe, secure places.

It doesn't need oil from Venezuela.

And quite frankly, neither does anybody else.

There's quite a lot of supply sloshing around.

There's available supply from other sources that are cheaper, that are safer, that are more competitive.

So framing this as a move to seize oil.

Has always been a little bit hard for me to accept, except from the point of view of the president specifically.

What does the US want?

The official mind of the United States, right, as a as a policy-making bureaucracy, as a as a as a great power.

I think this was first and foremost about demonstrating US primacy in the Western Hemisphere.

I do think there is a brain trust now that sees a resurgent Monroe doctrine

Donro doctrine, whatever you want to call it, as being a priority, you know, that the US should shift its viewpoint away from places like Europe and the Middle East and should concentrate its attention on the Western hemisphere.

And doing this, putting a lot of pressure on a state that has been a US adversary, putting aside the fact that it's an oil producer, you know, Venezuela has been kind of anti-US for a long time.

Putting a lot of pressure on this state, erecting an oil blockade, putting a bounty on the head of its president, and then flying in Delta Force to kidnap the president, take him out, and put him on trial in the US sends a very strong signal to everyone that the US is now going to be exercising its primacy in a much more aggressive way.

And I think for Trump.

I think there's an allure in making this about, you know, materials and making it about energy and making it about energy security.

But at the end of the day, as we've been saying, I don't think companies are going to get interested or involved anytime soon.

And gasoline prices are going to remain low for reasons that have nothing to do with what the US is doing in Venezuela.

I I don't think I have personal odds on it.

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