Geopolitics, rare earths and US–China tensions

Today’s podcast, hosted by Sean Evers, featured Omar Najia (BB Energy), Robin Mills (Qamar Energy), and Marc Ostwald (ADM Investor Services International). The discussion explored China’s 5% growth and falling inventories, the surge in oil “on the water,” OPEC+ supply strategies, U.S.–China rare earth tensions, and Fed rate cuts. Despite bearish signals, speakers saw longer-term bullish drivers for oil.