MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

1

Introduction

00:00 • 2min

2

Crude Oil Inventory - What's Happened in the Market Since the Feature Interview Was Recorded Tuesday?

02:07 • 2min

3

Investing in Green Energy in Europe

04:18 • 2min

4

The Supply Demand Balance Looks Fantastically Bullish

06:08 • 5min

5

Global Supply Factors Changing After the Pandemic

10:40 • 2min

6

ExxonMobil's Deepwater Offshore Guianese Offshore Potential

13:07 • 4min

7

Oil Offshore Guyana - What's Next?

17:29 • 3min

8

COVID - Is There a Longer Wait?

20:37 • 6min

9

Shell Growth

26:29 • 2min

10

Oil Field Service

28:24 • 5min

11

China Reopening Is the Big Catalyst That Brings on the Energy Crisis

33:42 • 6min

12

How Much SPR Capacity Does China Have Left?

39:18 • 4min

13

Russian Crude Oil Price Cap Discussion - I Don't Think So

42:49 • 4min

14

Is There a Secondary Sanction on Russian Crude?

46:57 • 2min

15

Oil Market Volatility

49:01 • 2min

16

Is There a Loss of Supply in Oil Prices?

51:01 • 5min

17

Do You Disagree With the Strategic Petroleum Reserve?

55:51 • 2min

18

Why Do We Need the SPR?

58:07 • 5min

19

SPR Crude

01:02:37 • 2min

20

Is There a Need for More SPR All Else Equal?

01:04:41 • 5min

21

The Curve Is Not a Forecast, but a Way of Building a Discounted Cashflow Model

01:09:12 • 4min

22

The Biden Administration Never Had a Sincere Intent, Rory.

01:12:51 • 5min

23

Is the SPR Refilled With Heavy Blend Stock?

01:17:42 • 4min

24

Is There Enough Production?

01:21:38 • 2min

25

Commodity Context - What's for Free?

01:23:11 • 2min

26

Macro Voices - The Next Big Thing?

01:25:02 • 2min

27

China Reopening Is the Big Catalyst

01:26:53 • 5min

28

Post Game Charts - What's Going On?

01:31:32 • 3min

29

I Don't Think the Final Bottom Is in for the Stock Market

01:34:20 • 4min

30

The Dollar Index

01:38:20 • 3min

31

Investing in Gold - Is the Fed Going to Break Something?

01:41:17 • 2min

32

Is the US Dollar Going to Reopen?

01:43:19 • 4min

33

Macrovoices - This Week's Research Roundup

01:47:17 • 4min