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 · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
And they reckon, you know, we'll have $50 crude.
In 2026, and then 80, maybe even $90 crude 2028, 2029, 2030.
Needless to say, they don't see demand peaking anytime soon.
They reckon the market's going to continue to grow, maybe a little bit more slowly than it has in the past, but it's not going to start declining due to the energy transition or any other factor.
That's the bet that OPEC is making.
So I I'll start with the Chinese.
And one thing that got buried a little bit was that the there was a Chinese delegation in Caracas
crazy for them.
And you know, if you're China, if you're Xi Jinping and you are in the midst of a sort of soft rapprochement with the United States, right?
Trump is gonna go to China, uh, Ji they're gonna meet in twenty twenty six, there's going to be sideline meetings.
They're trying to manage their relationship.
Trump wants a deal and all of that.
They don't want a confrontation.
If you're in that position and you send a delegation to Venezuela, and then suddenly the US flies in Delta Force and kidnaps the president, and they don't tell you beforehand, that's going to be alarming.
The Chinese put out a statement where they they expressed their alarm in very explicit terms.
regarding this action.
I don't think it was necessarily that they love Maduro and they were, you know, mad that the US came in and took him.
I think they were more mad that the US didn't tell them in advance that this was going to happen.
But on the oil side, yeah, China can get their crude from from other sources, including Iran.
You know, as Joe, you probably well know and Tracy as well, I also cover Iran for Eurasia Group.
Showing 341–360 of 418 · page 18 of 21
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