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Rory Johnston

@Rory_Johnston • 105,940 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

116,214 Aufrufe

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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.

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.

46,065 Aufrufe • vor 14 Tagen

Had the pleasure of joining CNN yesterday to discuss the latest security devolution in the Strait of Hormuz. Check out the full segment below (I show up in the second half)

Had the pleasure of joining CNN yesterday to discuss the latest security devolution in the Strait of Hormuz. Check out the full segment below (I show up in the second half)

19,509 Aufrufe • vor 14 Tagen

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.

30,346 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.

48,005 Aufrufe • vor 4 Monaten

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.

30,454 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 3 Monaten

Had the opportunity last night to share with CNBC's Squawk Asia my latest views on the oil market, the US-Iran negotiations, and what would come next after any deal.

Had the opportunity last night to share with CNBC's Squawk Asia my latest views on the oil market, the US-Iran negotiations, and what would come next after any deal.

12,245 Aufrufe • vor 1 Monat

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