{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Confluence Podcasts","title":"Bi-Weekly Geopolitical Report – The Geopolitics of China's Energy Policy (9/28/2026)","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/f3888da3\"></iframe>","width":"100%","height":180,"duration":410,"description":"Oil has been in the public eye with prices rising to over $100 a barrel, and there is currently no end in sight for the Iran war. Many analysts, though, were surprised that oil did not increase even more during the first six months of the war. The main reason appears to be the way China dramatically cut its imports of oil. Confluence Advisory Director Bill O'Grady joins Phil Adler to discuss whether China is likely to continue this behavior and how investors might respond.","thumbnail_url":"https://img.transistorcdn.com/0O6yelzN2Vu7ojmkIrngV0VyFRy6YtUEck3Uq7v_2TU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jNjgw/MTA4N2IwYmFjN2I1/YjBmMjQ4YzM2MTFk/MDVjYS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}