The following video is from Tuesday's MarketFoolery podcast, in which host Chris Hill, along with analysts Mike Olsen and Joe Magyer, discuss the top business and investing stories.

With the U.S. on track to be the world's number one in oil production and oil exports within the next decade, surpassing even Saudi Arabia, much is set to change in both the political and the financial landscape as a result. In this segment, the guys talk about something that has been a very uncommon phrase in recent years -- an oil surplus -- and who stands to benefit from this as a result.