Plugged In: the energy news podcast The 'Donroe doctrine' and the new world order
Jan 8, 2026
Tobias Federico, Chief Analyst at Montel News, dives into the shifting geopolitical landscape affecting energy markets. He analyzes President Trump’s maneuvers in Venezuela and their implications for oil dynamics. The conversation reveals the underlying motives of U.S. actions linked to oil interests. Tobias also discusses NATO's challenges with Greenland's strategic significance and evaluates the fragile ceasefire in Ukraine. Finally, he sheds light on recent sabotage in Berlin, underscoring vulnerabilities in Germany's energy infrastructure.
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Episode notes
Donroe Doctrine Is Continuation, Not Revolution
- The Maduro capture signals continuation, not creation, of a new U.S. hemispheric strategy.
- It proves Washington is willing to act on that strategy rather than just talk about it.
Venezuela Matters Politically More Than Immediately
- Venezuela's huge oil reserves matter more politically than immediately for supply because exports are limited.
- Current market oversupply and investment reluctance mean oil prices are unlikely to spike dramatically yet.
Oil Still Drives Geopolitical Moves
- The U.S. actions resemble past resource-driven interventions even though the energy mix has shifted.
- Oil remains central to geopolitical moves despite the U.S. being a net energy exporter on gas, not oil.
