MacroVoices #400 Rory Johnston: All Things Oil

On this week's episode, expert in oil and energy, Rory Johnston, joins hosts Erik Townsend and Patrick Ceresna to discuss predictions of supply shortfalls and the US Strategic Petroleum Reserve. They explore the impact of geopolitical escalation on global oil supply, analyzing factors like understated Iran production and strong Chinese demand. The podcast also delves into the potential consequences of Iran cutting oil supply to China, the historical usage of gasoline, and the latest update on crude oil inventory and production.