Callaway Climate Insights Founder and Editor-in-Chief David Callaway sits down with Seana Smith and Madison Mills on Catalysts to discuss President-elect Donald Trump's oil (CL=F, BZ=F) production outlook, his Cabinet nominees, and what these roles mean for his proposed tariff policies.

When asked whether Trump's Commerce secretary nominee Howard Lutnick and Treasury secretary nominee Scott Bessent will matter more to the incoming administration's tariff policies, Callaway says: "Lutnick is going to be the tariff guy and that's big for China, which imports a lot of our solar panels and solar panel chemicals."

To watch more expert insights and analysis on the latest market action, check out more Catalysts here.

This post was written by Luke Carberry Mogan.