Geopolitics in Motion: U.S.–Russia Energy Risks and Brazil’s Crude Shockwave into China

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Saigalseatrade Podcast

Saigal Seatrade

91 episodes

3 hours ago

Welcome to our podcast channel, where we bring you insights from one of India’s largest shipbrokers and maritime consultants—Saigal SeaTrade. With a team of over 100 professionals across offices in Delhi, Mumbai, and Ahmedabad, we specialize in dry bulk and tanker markets. Our dedicated research department collaborates with Indian shipping and commodity stakeholders to deliver in-depth weekly and monthly market reports. Join us as we share expertise from Master Mariners, finance specialists, and chartering experts, ensuring smooth sailing for your maritime ventures.

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Geopolitics in Motion: U.S.–Russia Energy Risks and Brazil’s Crude Shockwave into China - Part II

Saigalseatrade Podcast

19 minutes 34 seconds

1 month ago

Geopolitics in Motion: U.S.–Russia Energy Risks and Brazil’s Crude Shockwave into China - Part II

What happens when sanctions power, political pressure, and quiet corporate deal-making converge at one of the world’s most strategically sensitive oil fields?

In “Geopolitics in Motion: U.S.–Russia Energy Risks and Brazil’s Crude Shockwave into China - Part II,” Research Analyst Trisha Mohite, the host sits down with Commodity & Shipping expert Sandesh Ghandat to unpack why the standoff at Iraq’s West Qurna-2 has become a defining flashpoint for global energy flows. The conversation breaks down how U.S. sanctions on Lukoil and Rosneft triggered force majeure, pushed Baghdad toward waivers, and set the stage for a U.S.-guided divestment process that could reshape crude supply routes for years.
The episode then unpacks how Brazil’s pre-salt surge into China emerged from synchronized FPSO rebounds, shifting arbitrage, and refinery incentives.

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