Tai Liu, a Global Oil Supply Specialist at BNEF, dives into U.S. oil production forecasts amidst a declining rig count. Mike McGlone, Senior Commodity Strategist, explains the surge in crude prices caused by geopolitical tensions. Brian Platt shares insights on Canada's tariffs on Chinese EVs aiming to bolster local manufacturing. Sean O'Hara discusses ETF investing trends, while Gene Seroka highlights the rebound of cargo volumes at the Port of Los Angeles, emphasizing supply chain efficiencies and challenges.