Nonresident Fellow
Nonresident Fellow in Energy and Global Oil
Oil markets are entering 2026 with rising geopolitical risk and an uneasy global supply balance. In this episode of “The Energy Forum,” Abhi Rajendran and Skip York break down what recent political developments in Venezuela and Iran could mean for crude oil production, prices, and long-term investment decisions.
This episode provides a timely look at where oil markets may be headed, what could tighten or loosen global balances, and why Venezuela could once again become strategically important for long-term supply portfolios.
This conversation was recorded on Jan. 12, 2026.
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