Macro Voices MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
Aug 1, 2024
Rory Johnston, an oil market expert from Commodity Context, dives deep into the intricate world of crude oil. He discusses the geopolitical implications of OPEC's strategies and highlights U.S. shale production's resilience. The conversation touches on shifting demand trends, particularly from China, and examines the challenges facing the Strategic Petroleum Reserve. Additionally, Johnston shares insights on how market volatility is influenced by global conflicts and recent trends in complementary markets like uranium and precious metals.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Dynamics of the Oil Market: OPEC's Influence
02:39 • 21min
Shifting Dynamics in Global Oil Markets
23:38 • 26min
Navigating the Challenges of the Oil Market and Research Opportunities
49:45 • 2min
Market Dynamics Amid Geopolitical Tensions
52:02 • 16min
Current Trends in Uranium and Treasury Yields
01:08:10 • 2min
Wrapping Up: Resources and Engagement Opportunities
01:10:08 • 3min