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Rory Johnston

@Rory_Johnston • 103,192 subscribers

oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my research:

Shorts

"We barely use the Strait … and we have plenty of energy. Just look at the new global congo line headed to Texas, a beautiful picture" 🫠 the "congo line" cometh bc others are willing to pay more for American barrels, which is how deficit $ pain spreads

"We barely use the Strait … and we have plenty of energy. Just look at the new global congo line headed to Texas, a beautiful picture" 🫠 the "congo line" cometh bc others are willing to pay more for American barrels, which is how deficit $ pain spreads

116,146 Aufrufe

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Joined BNN Bloomberg today to share my thoughts on the latest flurry of Iran War headlines, whether Lucy will once again pull the football, and what it all means for the oil market drawing down stocks at the fastest pace on record.

Joined BNN Bloomberg today to share my thoughts on the latest flurry of Iran War headlines, whether Lucy will once again pull the football, and what it all means for the oil market drawing down stocks at the fastest pace on record.

30,005 Aufrufe • vor 13 Tagen

Spoke with CBC's Power and Politics this evening about the chaotic past 24 hours in the Strait of Hormuz and what it all means for oil markets.

Spoke with CBC's Power and Politics this evening about the chaotic past 24 hours in the Strait of Hormuz and what it all means for oil markets.

30,320 Aufrufe • vor 1 Monat

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.

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.

44,660 Aufrufe • vor 2 Monaten

Spoke with Power & Politics earlier today about the Iran War "ceasefire", how the rough first day still had plenty of fire on both sides, how flow through Hormuz has yet to actually resume, and what it all means for the supply-starved oil market outlook.

Spoke with Power & Politics earlier today about the Iran War "ceasefire", how the rough first day still had plenty of fire on both sides, how flow through Hormuz has yet to actually resume, and what it all means for the supply-starved oil market outlook.

21,950 Aufrufe • vor 2 Monaten

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