The Drill is your go-to series for insights on geopolitics, oil, and other commodities, providing valuable analysis of the geopolitical drivers of asset prices, as well as outlooks for industrial metals, energy, and more. In this edition, Mikkel Rosenvold and Oskar Vårdal discuss how tariff woes, fresh sanctions, and souring sentiment in U.S. equities are writing a bearish short-term story for oil and broader commodities. Written February 25, 2025.
