Rory Johnston
@Rory_Johnston • 109,155 subscribers
oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my research:
Shorts
Videos
My full AM Venezuela interview with CBC below. Spoiler: the “65 billion barrel” doesn’t matter, it’s incremental competition but not an existential threat to Canadian heavy oil exports, and Trump will act like it’s US-Canada trade negotiation leverage—even if it isn’t
Rory Johnston200,421 Aufrufe • vor 11 Tagen
The collapse in Chinese crude imports and refining runs—with little effect on domestic Chinese mobility—was by far the biggest unexpected swing that helped us avoid the worst of the Hormuz Crisis. Check out my conversation with @DWnews about what we know and what we still don't.
Rory Johnston47,341 Aufrufe • vor 2 Monaten
My BNN Bloomberg conversation from earlier today for those who missed it. Talked about the state and trajectory of the Iran War, the growing physical-sentiment disconnect in oil markets, and how nothing really matters unless traffic through the Strait of Hormuz resumes—soon.
Rory Johnston48,005 Aufrufe • vor 5 Monaten
Keine weiteren Inhalte verfügbar