MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
Macro Voices
00:00
The Supply Demand Balance Looks Fantastically Bullish
Rory Johnston is founder of CommodityContext.com and an oil analyst in Canada. He argues that over the next at least half decade, the supply demand balance looks tremendously bullish for all the reasons that you mentioned. We're still decently below pre-pandemic production levels and demand is there as well. But I think it's still too early to say if that's going to be a permanent feature.
Play episode from 06:08
Transcript
