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MacroVoices #400 Rory Johnston: All Things Oil

Macro Voices

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Geopolitical Escalation and Global Oil Supply

The hosts invite Rory Johnston to discuss the potential impact of geopolitical escalation on global oil supply, with a focus on the host's non-consensus view. They explore the supply imbalance in the crude oil market and factors contributing to it, such as understated Iran production levels and strong Chinese demand. The chapter emphasizes the importance of troubleshooting and questioning models when realized outcomes differ from expectations.

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