Macro Voices MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
Apr 18, 2024
Commodity Context Founder Rory Johnston discusses crude oil fundamentals, geopolitical risks, and the Strategic Petroleum Reserve. Topics include Saudi Arabia's oil production stance, US-Israel-Iran dynamics, Ukraine-Russia conflicts, market analysis predictions, financial indicators like the US Dollar and gold prices.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Implications of Saudi Arabia's Oil Production Stance
03:01 • 25min
Analysis of US-Israel-Iran Dynamics and Potential Retaliation
27:42 • 2min
Geopolitical Tensions and Strategic Petroleum Reserves
30:12 • 19min
Market Analysis and Future Predictions
49:29 • 9min
Analyzing Financial Indicators: US Dollar, Gold, and 10-Year Bonds
58:00 • 3min
Conclusion and Interaction for Future Episodes
01:01:08 • 3min