Rory Johnston

In this discussion, Rory Johnston, founder of Commodity Context and an expert in the oil market, breaks down the complexities of crude oil dynamics. He highlights how Trump's sanctions have kept prices elevated by constraining supply, particularly concerning Venezuelan resources. Rory analyzes the geopolitical implications of U.S. resource strategies, including the challenges of restoring Venezuelan oil production. He also navigates the recent movements in oil prices, assessing whether they stem from real market changes or are fueled by geopolitical narratives.

Join Rory Johnston, Founder of Commodity Context and an expert in oil market analysis, as he delves into the baffling changes in the WTI forward curve, shifting from backwardation to contango. Explore the impact of geopolitical tensions on crude oil prices and the intricate dance of supply and demand. Discover how U.S. and China inventory dynamics influence future market trends and gain insights into investor sentiment amidst declining U.S. shale production. It's a fascinating look at today's complex crude oil landscape!

Rory Johnston, the founder of Commodity Context and an energy market expert, dives deep into the intricacies of the crude oil market. He discusses the significant impacts of Trump’s tariff policies on oil supply and the critical importance of crude quality in refining. Johnston highlights the geopolitical implications of U.S. foreign policy on oil prices, touches on OPEC's production strategies, and explains how sanctions on countries like Iran and Venezuela shape the market. It's an insightful exploration of oil's evolving landscape!

Rory Johnston, an oil markets analyst and lecturer at the University of Toronto, dives into the potential fallout from President Trump's proposed 25% tariffs on Canadian and Mexican crude oil imports. He explains how these tariffs could severely impact U.S. refineries that rely on Canada’s heavy oil. The discussion covers the historical evolution of U.S.-Canadian oil trade, the environmental implications of different extraction methods, and how grassroots activism shapes pipeline developments. Johnston also addresses the economic consequences for consumers and refiners.

Rory Johnston, a Toronto-based oil markets analyst and founder of Commodity Context, dives into Venezuela's oil industry post-U.S. military incursion. He discusses the staggering costs and time required to restore production, estimating up to $100 billion and a decade of work. Johnston contrasts Trump's imperial rhetoric with the reality of $57 per barrel prices and the risks for oil companies like Chevron and Exxon. He also explores how U.S. sanctions and shifts in market dynamics could reshape global oil politics and energy transitions.

MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT Check out Commodity Context: https://www.commoditycontext.com/ Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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.

Rory Johnston, a Toronto-based oil market researcher and founder of Commodity Context, dives into the complexities of the oil market. He discusses Trump's paradoxical influence, exploring how policies have shifted OPEC's actions. The conversation highlights China's Strategic Petroleum Reserve as a significant demand factor and examines the impact of geopolitical tensions on supply dynamics. Rory also analyzes the future of oil production in Venezuela and Iran, and the looming risks that could shape the market outlook through 2026.

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.

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.