Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
Macro Hive Conversations With Bilal Hafeez
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U.S. Shale Outlook and Non‑OPEC Supply
Rory expects modest U.S. declines later in 2026 and highlights Canada, Guyana and Brazil as key non‑OPEC growth.
Play episode from 54:38
Transcript
