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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