Energy’s Wild Cards: Russia, Venezuela, Iran—and Why 2026 Could Surprise Markets

In this edited on-demand episode of The Money Path, host Todd M. Schoenberger sits down with Maria Jelescu-Dreyfus, Co-founder & CEO of Ardinall Investment Management, for a timely breakdown of today’s biggest energy-market hinge points. Maria explains why geopolitics—especially the Russia-Ukraine war—often gets mispriced, and how to spot when markets are under- or overpricing risk. They unpack the IEA’s 2026 oversupply forecast, the assumptions that matter most, and why shifting supply dynamics could change the outlook quickly. The conversation also explores what increased production from Russia, the upside potential in Venezuela’s heavy crude, and the uncertainty around Iran could mean for oil prices and volatility. They close with a clear-eyed look at transition investing—why fossil fuels may remain essential longer than many expect, how legacy energy companies can adapt, and what investors should watch as capital flows move toward infrastructure and lower-carbon fuels. 🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #ToddMSchoenberger, #MariaJelescuDreyfus, #ArdinalInvestmentManagement, #EnergyMarkets, #Oil, #CrudeOil, #OPEC, #Geopolitics, #RussiaUkraine, #Venezuela, #Iran, #EnergySecurity, #IEA, #2026Outlook, #OilOversupply, #OilMarket, #Commodities, #Inflation, #NaturalGas, #LNG, #EnergyTransition, #RenewableEnergy, #LowCarbonFuels, #RNG, #Investing, #MarketOutlook, #BTT, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.